Profilo
Mr. Adam L.
Woods is a Founder at Cedar Mountain Advisors LLC.
He is also Chief Investment Officer & Senior Financial Advisor of Cedar Mountain Advisors, LLC.
Mr. Woods responsibilities include leading, facilitating and organizing the work of the firm’s investment management committee.
He has over 23 years of experience as a securities analyst, portfolio manager and professional advisor, he currently works to coordinate and direct the efforts of the firm’s other analysts and advisors in a collaborative team approach.
Prior to co-founding Cedar Mountain Advisors,Mr. Woods served five years as Investment Specialist and Senior Financial Planner at New England Financial.
As an Investment Specialist, he was responsible for supervising and managing the firm’s investment and fee-based financial planning businesses, assisting in sophisticated joint casework, and providing advisor training.
Previously to joining New England, he served in the positions of Director of Research, and Portfolio Manager at the H Group, Inc. His responsibilities included co-managing the firm’s discretionary portfolios, performing on-going institutional level analysis as well as advisor education.
He began his investment career with Portland-based M/P Advisory, Inc. in 1993, where he began his investment career as a securities analyst.
He graduated from Oregon State University in 1993 with a Bachelor of Science degree in Economics.
Posizioni attive di Adam Lee Woods
Società | Posizione | Inizio |
---|---|---|
Cedar Mountain Advisors LLC
Cedar Mountain Advisors LLC Investment ManagersFinance Cedar Mountain Advisors LLC (CMA) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was co-founded by Adam L. Woods and Bradley D. Patrick in 2006. CMA offers comprehensive financial planning and professional asset management services to individual and institutional clients. | Fondatore | 01/07/2006 |
Precedenti posizioni note di Adam Lee Woods
Società | Posizione | Fine |
---|---|---|
The H Group, Inc.
The H Group, Inc. Investment ManagersFinance The H Group, Inc. provides investment advice. The private company is based in Portland, OR. | Corporate Officer/Principal | - |
New England Financial
New England Financial Insurance Brokers/ServicesFinance Part of MetLife, Inc., New England Financial is a financial advisory and investment management company. New England Financial is based in Boston, MA. The private company's team of advisors offers customized investment strategies to individuals and institutions. The company provides investment management services and develop flexible financial plans tailored to their clients' specific goals and interests. | Corporate Officer/Principal | - |
Formazione di Adam Lee Woods
Oregon State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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New England Financial
New England Financial Insurance Brokers/ServicesFinance Part of MetLife, Inc., New England Financial is a financial advisory and investment management company. New England Financial is based in Boston, MA. The private company's team of advisors offers customized investment strategies to individuals and institutions. The company provides investment management services and develop flexible financial plans tailored to their clients' specific goals and interests. | Finance |
The H Group, Inc.
The H Group, Inc. Investment ManagersFinance The H Group, Inc. provides investment advice. The private company is based in Portland, OR. | Finance |
Cedar Mountain Advisors LLC
Cedar Mountain Advisors LLC Investment ManagersFinance Cedar Mountain Advisors LLC (CMA) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was co-founded by Adam L. Woods and Bradley D. Patrick in 2006. CMA offers comprehensive financial planning and professional asset management services to individual and institutional clients. | Finance |
- Borsa valori
- Insiders
- Adam Lee Woods