Adam M. Szczepanski
Vice President - Investments
Adam joined Smithfield Trust Company in December 2014. Prior to joining Smithfield, Adam
was employed by BNY Mellon Wealth Management where his roles included advising and
investing on behalf of clients within the ultra-high net worth space. Adam works with clients on
matters of asset allocation, risk management, and long-term investment planning, as well as
assisting in the management of Smithfield Trust Company’s internal investment strategies.
Adam earned his Bachelor of Arts degree in Economics from Kenyon College and his Master of
Science (MSc) degree in Finance from the Durham University Business School (Durham, UK).
Adam is also an active member of the Pittsburgh lacrosse community, helping coach local high
school and youth programs.
Adam holds the Chartered Financial Analyst (CFA) designation and is a member of the
Pittsburgh chapter of the CFA Institute.