About Adam Whitaker
Adam Whitaker is a board member at BrightPlan Group.
Experience
This experience comes from Adam Whitaker's profile and from SEC filings. For roles taken from filings, the years are when the filings name Adam Whitaker in the role, so the role may have started earlier or lasted longer.
BrightPlan Group, Inc. Current
Board Member
2024 – Present · Boca Raton, FL
Financial planning tools for employers to offer their employees.
FG
Fremont Group Current
Principal, Legal
2021 – Present
LW
Latham & Watkins
Associate (Mergers & Acquisitions, Capital Markets, General Corporate)
2018 – 2021
DL
Davis Polk & Wardwell LLP
Associate (Mergers & Acquisitions, Capital Markets, General Corporate)
2013 – 2018
UB
UC Berkeley
Guest Lecturer
2014
RE
RealtyShares
Legal Compliance / Business Development
2013 – 2014
UL
UCLA School of Law
Research Assistant
2012
SC
St. Cloud Capital
Private Equity Analyst
2010
WO
WONGDOODY
Intern
2009 – 2010
Key Colleagues at Startups
The people Adam Whitaker works with at each company, as listed on that company's latest Form D.
BrightPlan Group, Inc. · Form D, Sep 8, 2026
NK
Naomi Kantrowitz
Executive officer
Diane Strohfus
Board Member
KT
Keith Taylor
Board Member
Joseph Vangsgard
Chief Marketing Officer
Jennifer Krusius
Board Member
Krutarth Shah
Chief Development Officer
LR
Larry Robinson
Chief Product Officer
JK
J. Kerckhoff
Board Member
JV
Joelle Vail
Chief Revenue Officer
Grace Garry
Chief Financial Officer
CC
Charles Carmel
Board Member
MB
Marthin De Beer
Founder & CEO, director