Presenter

John H. Adelman

Senior Vice President – Investments, Wittenstein Adelman Group

John Adelman is a senior partner of the Wittenstein Adelman Group and Senior Vice President in the Global Private Client division of Merrill Lynch and Co. Prior to joining Merrill Lynch in 2003, Mr. Adelman spent 10 years at Bernstein Investment Research and Management. At Bernstein, he worked with Myles Wittenstein as a partner and was responsible for providing financial planning and investment management advice to over 800 families representing some $1.7 billion of client assets. Before joining Bernstein, Mr. Adelman worked as a broker in commercial real estate for Edward S. Gordon, Inc. Mr. Adelman graduated from Lehigh University in 1988 with a B.S. in Finance and received his Certified Investment Management Analyst designation from Wharton.

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