Adam M. Szczepanski
Vice President - Investments
Adam helps lead the strategy and implementation of the Smithfield Trust Company Investment Team, overseeing asset allocation, risk management, and customized investment planning for customers of Smithfield Trust Company.
Prior to joining Smithfield Trust Company in 2014, Adam was with BNY Mellon Wealth Management, where his role included advising and investing on behalf of clients within the Ultra-High Net worth space.
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). He has held the Chartered Financial Analyst (CFA) designation since 2016.
Adam resides in the North Hills of Pittsburgh with his wife, Chelsea, and enjoys hiking, fishing and golfing in his spare time.