Adam Quarello

About Adam Quarello

Adam is a Co-Founding Partner of The Pacific Group of Oppenheimer & Co. Inc, where he leads the team’s exit planning practice. Having witnessed two generations of his family’s businesses end without reward, Adam brings a deeply personal understanding of what’s at stake when founders transition out of what they’ve built. That experience shaped his belief that a well-planned exit isn’t just about financial security, it’s about protecting a legacy and ensuring the next chapter is as fulfilling as the first.With decades of experience working alongside entrepreneurs, Adam helps founders navigate the complexities of liquidity events, risk management, and life beyond the business. He is a strategist by nature, known for his ability to distill complexity into clear, actionable steps. His approach is pragmatic, but he never loses sight of the emotional and identity shifts that come with a major transition.By leveraging the deep resources of Oppenheimer and collaborating with clients’ other trusted advisors, Adam ensures every detail is accounted for, whether structuring an optimal sale, planning for generational wealth, or positioning clients for future opportunities. His role goes beyond technical expertise; he is a trusted sounding board, helping entrepreneurs move forward with clarity and confidence.

Experience

1. Managing Director - Investments, Co-founder of the Pacific Group of Oppenheimer & Co Inc

   Oppenheimer & Co. Inc.

   Feb 2026 — Present

Education

• University of Massachusetts Amherst

  BS, Psychology