Adam S. Lilling, CPA, CFA

Adam S. Lilling

Adam S. Lilling is a partner of Lilling & Company LLP. Adam specializes in auditing employee benefit plans,
investment entities, broker-dealers, and real estate companies. Adam is the Chairman of the New York State Society of Certified Public Accountants Employee Benefits Committee. Adam’s background in finance has given the firm a unique perspective to auditing investments.

Prior to joining Lilling, Adam was an associate analyst at UBS in equity research, covering internet, advertising
agencies, interactive media, and alternative energy. He wrote company and industry research reports, developed
financial models of covered companies, and advised clients on investment decisions. Adam also worked at Bear Stearns in credit research.

Adam received his Masters of Business Administration, with distinction, from the Leonard N. Stern School of
Business at New York University and his Bachelors of Business Administration, with distinction, from the
Stephen M. Ross School of Business at the University of Michigan. Adam was a member of the Beta Gamma Sigma Honor society at NYU and a member of the National Society of Collegiate Scholars at Michigan.

Adam is a Certified Public Accountant and Chartered Financial Analyst.  Adam is also a member of the AICPA, NYSSCPA, and CFA Institute.

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