Adam Birzgalis
Adam is the Head of Investment Oversight & a Compliance Specialist at MCA Cross Border Advisors Inc.
Adam Birzgalis is a seasoned investment professional with over 15 years of experience managing complex portfolios and ensuring clients’ financial success. He specializes in designing, implementing, and overseeing investment strategies tailored to the unique goals of high-net-worth individuals and families. Adam’s deep expertise spans asset allocation, risk management, and aligning investment solutions with client objectives, ensuring a disciplined and transparent approach to portfolio oversight.
Adam’s leadership is defined by a meticulous focus on maintaining portfolio integrity and delivering consistent performance. He is dedicated to fostering trust through clear communication, proactive monitoring, and responsive adjustments to changing market conditions. Clients can have full confidence that their investments are in capable hands, supported by a rigorous process and adherence to best practices in compliance and oversight.
Adam believes in crafting disciplined, goals-based investment strategies that are both dynamic and resilient. His approach integrates economic research, market analysis, and a commitment to sustainability when appropriate, ensuring that portfolios are optimized for long-term growth and security.
Prior to joining MCA, Adam accumulated nearly 20 years of investment experience across multiple asset classes at some of the largest and most respected firms in the United States.
EDUCATION
- Bachelor of Arts in Entrepreneurship, Central Michigan University
CERTIFICATIONS & MEMBERSHIPS
- Accredited Asset Management Specialist (AAMS)
CROSS BORDER PROFESSIONALS
Casper Wong
Manager, Cross Border Tax
Ye Zhou
Cross Border Tax Associate
Nakeita McKnight-Monrose
Client Services & Administration Specialist
Raeline Moreau
Client Services & Operations Coordinator