Profilo
Mr. Cord A. Adams is Senior Managing Director & Relationship Manager at Shamrock Asset Management LLC.
He is responsible for ongoing portfolio maintenance, quarterly client portfolios updates, and education about current and future investment themes and has over 15 years of experience in the industry.
Prior to joining Shamrock, he was Director of Investments for Quintessence Group, Ltd., a multi-family office in Dallas, Texas.
He has spent the last decade working with high net worth families and foundations on their portfolio construction, implementation and ongoing management.
He also worked at Tolleson Wealth Management, Inc. and Merrill Lynch & Co., Inc.
Mr. Adams received a Bachelor of Business Administration in Finance from Southern Methodist University.
Precedenti posizioni note di Cord Anthony Adams
| Società | Posizione | Fine |
|---|---|---|
Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/08/2010 |
Quintessence Group Ltd.
Quintessence Group Ltd. Investment ManagersFinance Provides wealth management services | Corporate Officer/Principal | 01/10/2009 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 30/04/1998 |
Formazione di Cord Anthony Adams
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Quintessence Group Ltd.
Quintessence Group Ltd. Investment ManagersFinance Provides wealth management services | Finance |
















