Experience

Asset-Map

• United States
• Software Development
• 1 - 100 Employee

• CEO and Founder

  • Mar 2013 - 10 years 10 months

  Greater Philadelphia Area Asset-Map Platform is one of the fastest growing processes adopted by modern financial professionals. Successfully enabling professionals to visually facilitate a meaningful financial conversation with customers in both traditional and digital media, Adam has served as the creative visionary behind Asset-Map and its corresponding technologies- impacting hundreds of thousands of households world-wide and cataloging over $1.4 Trillion in financial instruments.



Rethink - The Financial Advisor Podcast

• Host

  • Jun 2021 - 2 years 7 months

  United States Derek Notman, fellow advisor and fintech CEO, and I co-host this mentorship podcast to challenge the legacy thinking of our profession and help lift the industry in just a small but meaningful way. Subscribe and listen to us laugh, challenge, debate and speed interview other heroes in the financial advice space.



RubinGoldman and Associates

• United States
• Financial Services
• 1 - 100 Employee

• Financial Professional/Principal

  • May 2000 - 23 years 8 months

  Greater Philadelphia Area Helping our clients understand complex financial, legal, tax, and risk management strategies and their application for individuals and businesses. Predominantly planning for executives, professionals and business owners looking for risk and investment management advice. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. RubinGoldman and Associates is not a registered investment… Show more Helping our clients understand complex financial, legal, tax, and risk management strategies and their application for individuals and businesses. Predominantly planning for executives, professionals and business owners looking for risk and investment management advice. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. RubinGoldman and Associates is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance License #0H97957. Show less



Drexel EMBA Advisory Board

• President

  • Jul 2004 - Jun 2008

  Promoting the growth and advancement of the Executive MBA program for Drexel University LeBow College of Business. Responsible for professional development programs for alumni and the greater Philadelphia EMBA network.



Karr Barth Associates

• United States
• Financial Services
• 1 - 100 Employee

• Associate

  • Mar 1998 - May 2000

  Greater Philadelphia Area At Karr Barth Associates I provided well-balanced insurance and investment plans to businesses and individuals across a wide-range of industries and disciplines.