Adam J. Makkai, CFA
Adam launched Makkai Capital Management in 2004 after working at a Wall Street based investment company for five years. During this time he has worked with clients to create successful investment and financial plans in both good and challenging economic conditions. He has been named a Five Star Wealth Manager by Crescendo Business Services and recognized with other Denver area advisors in 5280 Magazine and ColoradoBiz Magazine.
William “Jim” Fleming, CFP
Ariana joined Makkai Capital Management in 2015 as an Operations Specialist. She works directly with Adam Makkai and William Fleming. She is responsible for client service and coordinating with LPL Financial and other back office operations teams that custody client assets.