Adam Goldenberg in

Adam Goldenberg

Wildcard · DISC type isc
Managing Partner - Dallas at Corient
📍 Dallas, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
12 Years
Current Role
Managing Partner - Dallas
Job Level
Senior
Location
Dallas, Texas, United States
Personality Overview

How Adam shows up

Requires Proof
ROI Driven
Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions

Priorities

Topics Adam cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2025
Managing Partner - Dallas
Corient
8-2023 - 8-2025
Partner & Wealth Advisor
Corient
11-2015 - 8-2023
Director
RGT Wealth Advisors
11-2015 - 8-2023
Managing Director
RGT Wealth Advisors
1-2005 - 6-2007
Private Wealth Advisor
Merrill Lynch - Private Banking & Investment Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2001
MBA
Rice Business
1993 - 1997
BBA
Texas A&M University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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