![Craig Adams](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Craig Adams
Algemeen Directeur bij
Adams Wealth Management LLC
Profiel
Craig is the founder and partner of AIM Ventura Capital and the Managing Director of Adams Wealth Advisors.
He is responsible for advising clients on a wide range of personal finance topics, from retirement to fixed income analysis.
He has 20+ years of experience working at major financial advisory firms, including his most recent role as Senior Portfolio Manager at Morgan Stanley Smith Barney.
Craig has acted in a portfolio manager capability since 2001 and continues to work with client portfolio strategies.
For over two decades, Craig has provided clients throughout the United States and abroad with comprehensive financial planning services and portfolio management from the AWA headquarters in Northern Utah.
Craig has a BS in finance from Utah State University and is Certified Financial Planner.
Did we mention he is an avid water skier? If he’s not in the office and the air temperature is above freezing, you can bet he’s being pulled behind a boat.
The entire Adams Family loves nothing more than an adventure filled day at the lake!
Actieve functies van Craig Adams
| Bedrijven | Functie | Begin |
|---|---|---|
Adams Wealth Management LLC
 Adams Wealth Management LLC Investment ManagersFinance Adams Wealth invests for the long-term and structure their portfolios to deliver on client’s goals. The firm follows an active top-down global macroeconomic approach. | Algemeen Directeur | 01-07-2017 |
Adams Wealth Management LLC /Private Equity/
 Adams Wealth Management LLC /Private Equity/ Investment ManagersFinance Adams Wealth Management /Private Equity/ invests in companies located in the United States with revenues more than USD 2 million. The firm focuses on sectors such as technology & software, real estate services, business services and consumer products with an investment size of USD 0.5 - 5 million. It provides financing for growth capital requirements in the form of equity and convertible note and takes minority ownership and board seat. | Oprichter | 01-01-2019 |
Eerdere bekende functies van Craig Adams
| Bedrijven | Functie | Einde |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Corporate Officer/Principal | 01-06-2015 |
Stratos Wealth Partners Ltd.
 Stratos Wealth Partners Ltd. Investment ManagersFinance SWP develops client’s personalized asset allocation model based on individual risk tolerance, desired returns, time frame, and income specifications. The firm aims to maximize their client’s investment returns through diversification of their assets and a disciplined investment philosophy combined with rigorous risk management. | Corporate Officer/Principal | 01-06-2015 |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01-06-2012 |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Provides investment advisory services | Consultant / Adviseur | 01-01-2001 |
Opleiding van Craig Adams
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
93
Eerstegraads connecties
7
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
Merrill Lynch Investment Managers LP
Merrill Lynch Investment Managers LP Investment ManagersFinance Provides investment advisory services | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
Utah State University
 Utah State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance SWP develops client’s personalized asset allocation model based on individual risk tolerance, desired returns, time frame, and income specifications. The firm aims to maximize their client’s investment returns through diversification of their assets and a disciplined investment philosophy combined with rigorous risk management. | Finance |
Adams Wealth Management LLC
Adams Wealth Management LLC Investment ManagersFinance Adams Wealth invests for the long-term and structure their portfolios to deliver on client’s goals. The firm follows an active top-down global macroeconomic approach. | Finance |
Adams Wealth Management LLC /Private Equity/
Adams Wealth Management LLC /Private Equity/ Investment ManagersFinance Adams Wealth Management /Private Equity/ invests in companies located in the United States with revenues more than USD 2 million. The firm focuses on sectors such as technology & software, real estate services, business services and consumer products with an investment size of USD 0.5 - 5 million. It provides financing for growth capital requirements in the form of equity and convertible note and takes minority ownership and board seat. | Finance |
