Trish Kozelka

Trish is a dedicated client relationship manager with a strong track record of building
meaningful, long-lasting partnerships across the financial services industry. Known for her
thoughtful approach and commitment to exceptional service, she excels in delivering tailored
solutions that support each client’s unique goals.

Before joining Adapt, Trish spent more than 15 years on Wall Street in roles at J.& W.
Seligman, Comvest Private Equity, and Barington Capital Group. Her experience as a financial
advisor, relationship manager, compliance specialist, and administrative director gives her a
well-rounded perspective and the ability to navigate complex client needs with confidence and
care. Her greatest strengths are in building trust, enhancing client loyalty, and working
relentlessly to help each client reach their individual goals.

An avid outdoorswoman, you can usually find Trish and her husband of 30 years enjoy hiking,
biking, or spending time at the lake. During the fall, you can catch her cheering on the Alabama
Crimson Tide on Saturday and rooting for the Buffalo Bills on Sundays.