Adam Barnai
Registered Investment Advisor Representative
Personal CRD# 6462717
Adam Barnai is the owner and registered investment advisor representative of Barnai Asset Management LLC. Adam passed the Uniform Investment Advisor Law Exam in 2014 and began building the foundation for his investment advisory firm. In May of 2015, Barnai Asset Management LLC became a registered firm in the state of Colorado.
His passion for the financial markets and stock investing began in 2000. He quickly realized the financial potential of being an astute investor as well as the vast amount of knowledge and experience required to become such an investor. Over the next 15 years Adam spent a large part of his time studying, researching, and trading in the stock market. In 2015 he created Barnai Asset Management LLC to manage the portfolios of others and offer investment education opportunities.
For Adam, it is an exciting thought that each market participant is a part of the world economy, influencing it in some way. He continually researches historical stock market price movements as a guide to interpret current events and to anticipate future price moves. He stays informed of U.S. and international financial news to get the pulse of the world’s financial markets and to ascertain investor sentiment. When he sits at his trading desk, making investment decisions for client’s portfolios, he knows that there is no other place he would rather be and no other job that he would rather be doing.
Caitlin Erwin
Administrator & Client Relations
Caitlin Erwin has been working with Barnai Asset Management LLC since 2015. She graduated with a BA in English and began editing and designing educational materials for clients, a cornerstone of BAM’s service. Her strong communication skills, organizational savvy, and passion for helping people led her to the partner position of administrator and client relationship manager.
Caitlin supports clients in their investment journey, starting as their guide through the New Client onboarding process, and then continually thereafter with friendly and efficient administrative support. She also ensures smooth business operations by integrating and maintaining BAM’s suite of technology solutions and service providers.
After years in the industry and her own small business endeavors, she understands the retirement saving and planning needs of individuals and families, from the self-employed and independent workforce to government and corporate employees. She is passionate about helping people financially prepare for their futures and grow their wealth. Her communication skills and attention to detail shine through her work and strengthen client relationships.