Adam leads Level Bridge Capital with the same rigorous due diligence that defined his real estate career, leveraging actuarial science, medical underwriting, and predictive analytics to build diversified life settlement portfolios designed for capital preservation and steady performance.
At the heart of Adam’s leadership is an unwavering investor-first philosophy. Through transparency, structured risk management, and alignment of interests, he ensures that every investment decision serves the long-term goals of his clients.
For Adam, investing isn’t just about generating returns—it’s about building trust, preserving wealth, and delivering results that endure.
Thomas has a proven track record of assisting hundreds of entrepreneurs in crafting effective strategies that enhance business performance, reduce volatility, and manage risk. He has been instrumental in helping clients improve their income, net worth, and tax efficiency, ensuring that their wealth lasts for generations. His commitment to entrepreneurial success is rooted in his belief that the prosperity of America relies on the growth of its entrepreneurs.
Outside of his professional life, Thomas is a devoted family man, married to his loving wife, Marcy, for 30 years, and a proud father of three amazing children. He prioritizes fitness and a healthy lifestyle, working out six days a week. Additionally, he is passionate about music, playing guitar, and enjoys golfing in his leisure time.
Over the past two decades, Alex has underwritten and purchased more than 13,000 life settlement policies, establishing himself as one of the industry’s most experienced and respected leaders. Leveraging his extensive relationships, Level Bridge Capital now reviews between 2,000 and 3,000 cases each month for potential acquisition, offering exceptional visibility into market dynamics and pricing trends.
As Partner and Head of Credit and Underwriting, Alex oversees policy evaluation, credit standards, and acquisition strategy. His institutional knowledge, credibility, and national network play a central role in advancing Level Bridge Capital’s underwriting discipline, capital deployment, and long-term growth initiatives.