Adam assumed leadership in September 2023, embarking on a comprehensive rebranding to enhance its market presence. Overseeing $1.1 billion in assets, Sherman Portfolios is recognized for its pioneering tactical model offerings, including more than 50 Advance and Protect™ portfolios, driven by patented research and cutting-edge strategies. SPL is committed to donating 51% of its net income to charities that promote the Gospel, reinforcing its dedication to transformative community impact. Previously, as President of a leading automotive components manufacturer, Adam tripled top-line revenue and quadrupled net income. He established key partnerships with industry giants like John Deere and Winnebago, boosting the company to a 25% net profit margin and elevating its global brand recognition.
As Managing Director of a national digital bank, Adam orchestrated the launch of 22 financial centers and two call centers, spearheading client service and sales for an award-winning online fintech brand that achieved $4 billion in deposits in its first year. Before this, he directed retail branch banking across the Los Angeles Metro area, a critical financial hub in the US. Adam and his wife Jennifer founded Kingdom Mindset Investing (KMI) in January 2024, a brand that champions a balanced approach to stewardship and investing aligned with biblical principles.