Adam Syed

Adam Syed is an Investment Advisor at Hoopoe Advisors where he supports clients with wealth management and investment advice, in addition to financial modeling, business analysis, and client presentations.

Prior to joining Hoopoe, Adam led a pilot business development program for financial services consulting at Oracle Corporation and served in a client-facing role as a Relationship Manager at Bank of America where he helped clients fulfill their needs by aligning products and services with long-term financial goals.

Adam completed his MBA from Boston College’s Carroll School of Management, specializing in marketing and finance. He received his Bachelor of Arts degree in Economics and International Relations from Boston University. He is credentialed with Series 7 and 66 registrations. Adam is passionate about hiking, traveling, reading non-fiction, and following the NBA.