December 11, 2024
If the ultimate source of knowledge is experience, Adam has it in spades.
Albert Einstein once famously opined that information itself is not knowledge; rather, one needs experience to gain wisdom. The idea suggests that all experiences, both good and bad, can teach us lessons that help us grow.
Einstein’s principle could not be more applicable to the career of Adam Mangiapane. Adam began his career at a super-regional bank where his first position was not in wealth management, but in the information technology department. It was there that he developed an ability to unravel complex issues into understandable learnings that can be applied to solve problems. Adam’s hard work and penchant for detail were easy to spot, and as a result, his next promotion landed him squarely in the wealth management lane where he has spent the past two decades applying his skill to inform bank investment managers on policy and compliance matters, as well as serving clients with timely and reliable guidance.
Adam’s career journey allows him to provide unique client counsel informed by perspectives spanning accounts service, trust administration and fiduciary compliance. He is the rare “trifecta” win for the Greenleaf Trust team, and after 20 years in a big bank system, he is enjoying the independence afforded by working at a privately held, trust-only bank where his clients’ needs are always at the center of his attention. Whether your finances are simple or complex, a call to Adam will lay a foundation for the financial freedom of your dreams.