As the third Adam to be hired at Capstone Capital Wealth Advisors, Adam Corrie leads the firm’s day-to-day operations, technology, and personnel management. Drawing on years of experience in operational leadership and financial services, he continually strives to enhance our client and team experience through high service standards, enhanced communication, and streamlined processes. He believes that efficient operations are the backbone of a thriving advisory practice.
Before joining our team, Adam served as an operations consultant for multiple Registered Investment Advisors, helping them optimize their systems, workflows, and growth strategies. His prior experience includes roles in RIA operations and compliance, personal banking, and RIA mergers & acquisitions.
Adam holds a bachelor’s degree from Iowa State University. He combines hands-on experience with a passion for solving complex challenges, mentoring teams, and building systems that ensure an excellent client experience and promote growth.
On a personal note…
- Adam is originally from Dallas/Fort Worth but moved to Nevada’s sunny skies and dry heat from Iowa’s cornfields. He was happy to trade snow shovels for sunglasses.
- He is a voracious reader and firmly believes that there is no such thing as too many books—only not enough shelves.
- When not engrossed in a book, Adam enjoys hiking and skiing, both of which are much more plentiful in the West.
