Cord Anthony Adams

Cord Anthony Adams

Nessuna posizione attualmente
Finance
Consumer Services

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

SocietàPosizioneFine
Corporate Officer/Principal 31/08/2010
Corporate Officer/Principal 01/10/2009
Corporate Officer/Principal 30/04/1998
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Formazione di Cord Anthony Adams

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Aziende private

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Consumer Services

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