Adam Pollack in

Adam Pollack

Doer · DISC type ds
Private Wealth Manager at Stratos Wealth Partners
📍 Beachwood, Ohio, 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
21 Years
Current Role
Private Wealth Manager
Job Level
Middle
Location
Beachwood, Ohio, United States
Personality Overview

How Adam shows up

Strategic Planner
Risk-Accepting
Deliberate Doer

They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

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

1-2014
Private Wealth Manager
Stratos Wealth Partners
1-2010 - 12-2013
President
Preferrred Diabetics
6-2007 - 2-2010
President/Founder
Gefen Management
1-2005 - 5-2007
Managing Director
Eastern Union Commercial
12-2003 - 4-2005
VP of Operations
Gefen Properties, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2003
Master of Business Administration (MBA)
The Johns Hopkins University - Carey Business School
2000 - 2004
Bachelors of Talmudic Law
Ner Israel College
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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