Adam Birzgalis

Head of Investment Oversight & Compliance Specialist

BA

 

Email: abirzgalis@mcacrossborder.com

 

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

Matt C.          Altro

Matt C. Altro

President & CEO

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Elena Trigiani

Elena Trigiani

Director of Operations

Greg Tomkins

Greg Tomkins

Director - Cross Border Portfolio Management

Adam Birzgalis

Adam Birzgalis

Head of Investment Oversight and Compliance Specialist

Jessica Lachance

Jessica Lachance

Senior Cross Border Financial Planner & Estate Planning Specialist

Brad Hemphill

Brad Hemphill

Senior Cross Border Financial Planner

Adam Carris

Adam Carris

Cross Border Financial Planner & Portfolio Manager

Victoria Zaremba

Victoria Zaremba

Cross Border Financial Planner

Brandon Lapstra

Brandon Lapstra

Cross Border Financial Planner

Kari Tavener

Kari Tavener

Compliance Specialist

Nancy Zheng

Nancy Zheng

Senior Tax Manager

Kelvin So

Kelvin So

Senior Investment Analyst

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

Casper Wong

Casper Wong

Manager, Cross Border Tax

Ye Zhou

Ye Zhou

Cross Border Tax Associate

Nakeita McKnight-Monrose

Nakeita McKnight-Monrose

Client Services & Administration Specialist

Raeline Moreau

Raeline Moreau

Client Services & Operations Coordinator

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