Adam Gross | Sentinel Solutions

Adam Gross


With extensive experience as an Investment Specialist and Executive in private banking and wealth management, Adam works directly with Sentinel clients on an array of wealth management concerns. He understands the needs of high-net-worth families and the complexities inherent in their lives, helping them coordinate investments, insurance, and estate planning to create a comprehensive life plan.

Before joining Sentinel, Adam worked in private banking and wealth management as well as helping build a productive investment team, the Global Investment Opportunities Group, from the ground up. He was also a senior management executive of both clients and investment products at Citibank Private Bank and HSBC Private Bank and led the Family Office Group at Gideon Strategic Partners, an independent RIA based out of Santa Monica, CA.

His knowledge spans across the investment spectrum, including public and private markets such as private equity, hedge funds, private credit, derivative and hedging strategies, real estate, and insurance. Adam has also been an advisor to multiple early-stage fin-tech companies. His clients included ultra-high net worth individuals, such as family offices, entrepreneurs, and financial executives.

Outside of the office, Adam has a passion for helping students learn more about finance and is active with both his alma mater, the University of Rochester, and with the University of Texas at Austin, where two of his three daughters are Longhorns. He enjoys painting, golf, and cycling but most importantly he cherishes his time with his wife, three daughters, and his two beagles.

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