Lecturer Bio
Adam Bergman
Adam Bergman is a the founder and CEO of IRA
Financial Technologies, a custodian and leading
provider on self-directed retirement plans. Mr. Bergman
is also the owner of two leading pension administration
IRA Financial Group and IRA Financial Trust are the
market's fastest growing providers of self-directed
retirement plans. IRA Financial has helped over 17,000
clients take back control over their retirement funds and
invest over $4.6 billion of retirement funds into alternative
asset investments.
He is the author of 8 books on self-directed retirement
plans and a leading voice in the self-directed retirement
market. He is a frequent contributor to Forbes.com and is
a member of the Forbes Finance Council.
He has been interviewed on CBS News and has been
quoted in over one hundred and thirty major news
publications—among them Businessweek, CNN Money,
Forbes, Bloomberg, USA Today, and American Lawyer—
in the area of retirement tax planning.
Prior to starting IRA Financial, Mr. Bergman was a tax
and ERISA attorney at White & Case LLP, Dewey
LeBoeuf LLP, and Thelen LLP, three of the most
prominent corporate law firms in the world. He received
his B.A. (with distinction) from McGill University and his
law degree (cum laude) from Syracuse University
College of Law. He then went on to receive his Masters
of Taxation (LL.M.) from New York University School of
Law. He is a member of the Tax Division of the American
Bar Association and New York State Bar Association.
