Adam Grealish serves as Head of Investments at Progress Wealth Management’s close business partner, Altruist and plays a vital role in the prudent management of our client’s assets.
Adam brings a wealth of finance and investing expertise to Altruist, with a career rooted in financial innovation. He most recently led the Betterment’s strategic asset allocation, fund selection, automated portfolio management, and tax strategies. Grealish served as a vice president at Goldman Sachs, overseeing the structured corporate credit and macro credit trading strategies. Adam was part of the global quantitative equity portfolio management team at New York Life Investments earlier in his career.