Adam Kohn is a Managing Director at Watermark Capital Management. With a background in investment and wealth management, he focuses on helping individuals, families and businesses meet their financial goals. Through a personalized approach, Adam focuses on implementing financial strategies tailored to help accumulate and preserve a client’s wealth.
Prior to joining Watermark in 2013, Adam spent 12 years at SJS Corporation, where he was Group Head of Advisory Services. Adam has his FINRA Series 6, 7, 63, 65 and life and health licenses.
With over 19 years of experience, Adam helps clients attain their long-term objectives, while working cooperatively with their CPAs and attorneys. Adam lives in Westport, Connecticut with his wife, Kerrie, and daughters, Sasha and Shelby.