Adam Palatas

Adam Palatas is a Portfolio Analyst at LDG Development, LLC since January 2021, responsible for creating and distributing internal portfolio reports and managing relationships with RealPage BI to meet company objectives. Additionally, Adam has served as a Caddie at Valhalla Golf Club since May 2013 and worked as a New Business Specialist and Financial Services Intern at Strategic Wealth Designers from November 2019 to June 2020, where duties included client service, CRM management, and client appointment coordination. Adam holds a Bachelor of Science in Finance and a Bachelor of Arts in Spanish Language and Literature from the University of Louisville, earned between 2014 and 2019.