Adam Newsome is a Portfolio Manager at Optimize, where he oversees client portfolios, implements investment strategies, and collaborates with advisors to make sure every investment aligns with each client’s goal. He offers thoughtful guidance that supports long-term financial planning, helping clients feel confident about their financial futures.
Adam was drawn to the industry by a desire to bring clarity to people’s financial lives. He understands that planning for the future can feel overwhelming. That's why he’s passionate about simplifying complex decisions — so clients feel secure and supported. Helping clients achieve peace of mind is what drives his work every day.
He supports advisors by designing investment strategies that reflect each client’s goal, timeline, and risk tolerance. With a disciplined, flexible approach, he blends institutional-grade strategies with personalization.
Optimize’s team-based culture and integrated Multi-Family Office model allow Adam to deliver coordinated advice across all aspects of a client’s financial life — investments, tax, estate, and insurance planning.
Outside of work, Adam enjoys hiking, travelling, and discovering new cultures. But most of all, he values time with his family. Whether at home or exploring new places, those moments help him stay grounded and inspired.