Adam Edward Huke
Lid van de Investeringscommissie bij Cassaday & Co. Wealth Management LLC
Profiel
Mr. Adam E.
Huke is a Partner at Cassaday & Co. Wealth Management LLC.
Mr. Huke focuses on all facets of wealth management, including investments, taxes, insurance, and estate planning.
He also specializes in multigenerational counseling and cash flow generation.
He is a senior member of firm’s Investment Policy Committee, which develops the firm’s overall investment selections and policies.
Within the Investment Policy Committee, he is responsible for the management of the firm’s alternative investment holdings.
He initially served as the Director of Investment Management for the firm, where he developed the investment management and research division that currently implements the investment and trading decisions for client portfolios.
He led the IPC and managed the firm’s trading capabilities as it relates to investments, taxes, and individual client portfolio issues.
During his tenure in this position, assets under management grew from approximately $330 million to $1.2 billion.
He received his undergraduate degree from Hobart & William Smith Colleges.
He is a graduate of North Yarmouth Academy in Yarmouth, ME and Hobart College in Geneva, NY.
Actieve functies van Adam Edward Huke
| Bedrijven | Functie | Begin |
|---|---|---|
Cassaday & Co. Wealth Management LLC
 Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Lid van de Investeringscommissie | 01-01-2022 |
Eerdere bekende functies van Adam Edward Huke
| Bedrijven | Functie | Einde |
|---|---|---|
Cassaday & Co., Inc.
 Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Directeur van Onderzoek - Eigen Vermogen | 04-08-2010 |
Opleiding van Adam Edward Huke
| Hobart & William Smith Colleges | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Finance |
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Finance |
