Read Full Bio
Adam J. Coons is the Founder & Managing Principal of Outwing Private Wealth Management. He began his 17-year career in Financial Services at Smith Barney in 2003 as an Investment Analyst on a Private Wealth team. During the 2008 Great Financial Crises, the team made a move to Bank of America/Merrill Lynch, seeking further stability for their clients. There he received world class training from Merrill’s industry-leading Financial Advisor Rookie Training Program. His creative and holistic approach to solving complex financial issues for wealthy families led to Bank Of America featuring him in a case study titled, “Rookie Success Story”, which was sent to the firm’s entire 20,000 advisors overseeing $2.5 Trillion in client assets as a guide for how to best serve the newly merged firms’ clients.
In 2012, Adam took the opportunity to put his vast wealth management experience to the test when he joined UBS in partnership with an Institutional trading team. It was here that he developed his niche focusing on wealth creating entrepreneurs, corporate executives, private equity/venture capital professionals, and large R.E. families. He also sourced and participated in several investment banking transactions (both M&A and IPO), and developed a deep understanding of sophisticated pre-and-post liquidity event tax and estate planning strategies.
Eventually becoming disillusioned with the large bank/brokerage firms and their associated conflicts of interest, Adam and his clients made the leap to independence on July 5th, 2016 (which he endearingly refers to as his “Independence Day”). He joined a boutique RIA where he focused on providing his clients with access to sub-scale, niche investment managers, providing his clients with non-correlated and consistent returns, often focused on high-income producing strategies secured by real assets in order to mitigate risk.
Looking to expand their focus on Alternative Investments to include a broader offering of services for their clients, in early 2020 Adam and his team left the RIA and partnered with longtime colleagues at Axxcess Wealth to support the launch of his own firm, Outwing Private Wealth Management. The new firm is designed to continue to provide access to selective, not widely known, investment managers, but also to re-focus on advanced tax, estate and financial planning strategies. Outwing was spawned out of the depths of the Global Coronavirus Pandemic, and the teams’ unique approach to managing money has successfully shepherded the firm’s clients through the extreme volatility of the markets, all while providing cutting-edge solutions to help simplify their complex balance sheets. The firm has strived to develop the most innovative technology stack in the industry in order to help their clients to achieve this.
Originally from Long Island, New York, Adam was offered an academic scholarship to attend N.Y.U., but ultimately decided on the University of California Santa Barbara. He graduated from U.C.S.B. with dual Bachelor’s degrees in Business Economics and Psychology, as a member of the Dean’s List. He also led UCSB’s 12-time National Championship surf team to one of those championships as their co-Captain (hint: NYU was not a rival team).
Adam lives in Montecito, CA with his wife Jackelyn, 12-year-old stepson Tosh, and their two French Bulldogs, Arthur & Alice. He is passionately active in several charitable organizations, serving as an Advisor to the Fish Reef Project. Adam also donates time and money to the Marine Conservation Science Institute, Hospice of Santa Barbara, United Boys & Girls Clubs, and is an active volunteer with several causes that focus on Mental Health Services, including Addiction Recovery.
Many of us have survival stories that often define the “before and after” moments in our lives. On Dec. 21, 2019, Adam experienced one of these moments when he was brutally attacked by a 15-foot, 2,500 lb. Great White Shark while surfing 30 miles offshore Santa Barbara at the Channel Islands. The story made international news and he has since utilized this platform to bring awareness to issues such as PTSD, Shark Research, and other ocean charities. The shark attack also helped him to realize, on a first-hand basis, how important it is to help his clients prepare for unforeseen events, including ‘loss of life”.
Read Full Bio
Lauren is a Client Adviser and Director of Operations for Outwing Wealth. Prior to Outwing, Lauren supported financial planning and operational functions for a boutique private investment firm in Santa Barbara, highly focused on Alternative Investment Strategies. She has another nine years of experience with a multi-billion dollar Multi-Family Office servicing High-Net-Worth Individuals, Families and Charitable Foundations across the U.S. With an extensive background in finance and operations, Lauren brings a wide-array of client and financial planning services to our team. Lauren received a Bachelor of Arts degree in Business Economics and a Certificate of Professional Financial Planning from the University of California Santa Barbara. She is a Registered Fiduciary, a Notary Public and serves as the President of the Board for Little Angels Preschool. Lauren has always had a strong passion for both sports and music and has been singing professionally since the age of thirteen. She frequently plays with local bands at fundraising and community events. Football has been a big part of her life as well. Lauren played on the contact football team her Freshman year of High School and she looks forward to NFL Season every year. Lauren is a third generation Santa Barbarian and lives in S.B. with her husband, Jebediah, and their two children, Liliana and Diego.
Read Full Bio
Tim Figueroa is an Investment Adviser with Outwing Private Wealth Management. He was born and raised in beautiful Santa Barbara, California and is a Fifth generation Santa Barbarian. Tim attended Bishop Garcia Diego High School, and went on achieve a B.S.B.A. Degree in Finance from Suffolk University in downtown Boston. While attending college full-time, Tim obtained his Real Estate license and worked in the Real Estate industry as well as several finance internships over the summers. Prior to joining Outwing PWM, Tim worked as an Investment Associate analyzing clients’ overall portfolios at a boutique private wealth management firm serving Ultra High Net Worth families, with a primary focus on Alternative Investments. Tim thoroughly enjoys volunteer work, participates in the local Food Bank drives and is a member of the Sunset Rotary Club of Carpinteria. Tim’s hobbies include reading and investing, enjoying the occasional round of golf, and hiking in the beautiful outdoors of Santa Barbara.
Michael Seid has more than 20 years of investment, finance, management and operations experience. He is CEO of Axxcess Wealth Management, an SEC Registered Investment Advisor. Mike received his B.S. in Biology and B.A. in Economics and Finance from the University of California, at San Diego in 1996.
Jon Brackmann is Managing Partner of Axxcess Wealth Management where he has worked with clients and the team of investment advisors since 2011. He is based out of the Scottsdale, Arizona branch of Axxcess where he oversees the operations and trading departments of the firm. Jon is also responsible for working on the design and execution of the Axxcess Customized Portfolio Platform. Prior to working at Axxcess, Jon spent 12 years working for a $20B global money management company, Calamos Investments.
Cory joined Axxcess Wealth Management in 2018 as Director of Investments. He heads the investment committee and is responsible for manager selection and portfolio construction on the Axxcess Platform. His role also includes creating custom investment portfolios for high net worth clients.v
Adrienne Rivett joined Axxcess Wealth Management in 2019 as Director of Platform Services in the Scottsdale, Arizona branch. After 14 successful years in the financial services industry she brings broad experience in trading, operations, investments, technology and advisor solutions. Her true passion is working directly with advisors to promote scaling and growth of their businesses.
Vanessa oversees and manages the implementation of firm campaign management, sleeve manager communication with platform advisors, and assists in business development initiatives and the introduction of new users on the AWM platform.
Shannon is a Finance and Accounting Consultant at Axxcess Wealth Management.
Matt is an Operations Associate at Axxcess Wealth Management and assists the operations and administration team with paperwork and processing functions. He also works with the Finance department with data aggregation and compilation.
Eve is an Operations Associate at Axxcess Wealth Management and helps oversee administration and custodial documentation and implementation. He assists IARs of the firm with servicing their clients and answering questions related to technology on the Platform.