Adam J. Packer, CFA®, CAIA®
As the Director of Investments, Adam plays a pivotal role in driving the success of our investment strategies and platform development. With extensive knowledge in private and alternative investments, he is responsible for leading key initiatives across multiple areas.
Prior to joining Prime Capital Financial, Adam was CIO for SineCera Capital. Previously, he managed the due diligence team at MicroVentures, a leading equity crowdfunding platform that has helped raise over $200 million in venture capital for more than 250 companies, and also managed the institutional due diligence process for one of the largest retirement consulting teams at Morgan Stanley. There, he built and oversaw investment portfolios for large defined contribution and defined benefit plans, and high net-worth clients.
Adam earned his BA in Business Economics from the University of California at Los Angeles (UCLA), with minors in Accounting and Philosophy. He is both a CFA and CAIA charterholder.
He enjoys spending time with his wife and daughter, rooting for his favorite sports team, and exploring Austin's food & wine scene.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
