Business Development

Adam Stern

Senior VP Business Development

Adam is an experienced trust officer focused on developing and maintaining strong relationships with lawyers, other trusted advisors, and their clients. Before Capital First, Adam was also a Senior VP at First Trust Company. Prior to joining First Trust Company the month after it was chartered, Adam was a senior trust officer and financial planner with Wells Fargo Private Bank. He began his financial services career at U.S. Bank as a contract analyst before transitioning to personal trust administration. 

Adam is a graduate of the University of Kansas and is both a Certified Financial Planner (CFP) and a Certified Trust and Financial Advisor (CTFA). He is a member of the Twin Cities Financial and Estate Planning Council and the Minnesota Financial Planning Association.