Adam Greene, CPA, CFP®

Senior Wealth Manager



As a Senior Wealth Manager, Adam is part of a team that manages and provides wealth management services to clients. Adam has always had a strong passion for helping others grow financially and personally. He began his career at Ernst & Young where he earned his CPA. Adam graduated with honors and distinction from Pennsylvania State University’s Schreyer Honors College with a B.S. in Accounting with a concentration in Finance, and a minor in the Legal Environment of Business. He is a certified yoga instructor.

What inspires you about your job?
The fact that every day at work I know I am helping make a difference in people’s lives and well-being.

What particular qualities do you have that contribute to the Sage team and the client experience?
My passion for being attentive and knowing how to listen for clients’ financial goals and worries. I have a strong analytical ability with my CPA background.