Bio
Adam Nelik is a Vice President of Capital Markets for Croatan Investments. He is primarily focused on building and expanding the firm’s private wealth investor base, joint venture partnerships, and institutional relationships.
Prior to Croatan, Mr. Nelik was a director for Henley USA and held previous posts at Morgan Stanley Investment Management, TD Ameritrade, and Morgan Stanley Wealth Management. Over the course of his career, Adam has successfully raised capital for both alternative and traditional strategies, covering both direct- and fund-level investments for a variety of clients. He received his Bachelor's degree in Finance from Pennsylvania State University and earned his Master's of Business Administration from New York University's Stern School of Business. Mr. Nelik currently holds a Chartered Alternative Investment Analyst (CAIA) designation as well as Series 7 and 66 licenses.
Areas of Interest
- Deal Type
- Acquisition, Development, Ground Lease, Loan Purchase, Opportunity Zone, Partner Buyout, Pre-Development, Recapitalization, Refinance, Rehabilitation