Adam Menefee

Director of Portfolio Research

Adam Menefee

As Director of Portfolio Research, Adam is intimately involved with product research and investment analysis. Adam prepares new account and transfer paperwork and processes service requests as needed. He also provides guidance and training with the Dechtman Wealth Management System.

Adam has been working in the financial industry since 2003. He attended Colorado State University where he earned a B.S. in Applied Human Science with a Sports Medicine concentration. He coached professional and college cheerleading and even wrote a book about cheerleading.

Adam is recently married and has adapted to married life with ease. He enjoys studying history, technology and economics. He is a former percussionist, loves music, country dancing, and is a huge movie buff.