Brandon K. Adams

Brandon K. Adams

Portfolio Manager-Equities at RKL Wealth Management LLC

Finance
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Profile

Mr. Brandon K.
Adams
is a Senior Portfolio Manager at RKL Wealth Management LLC.
He works closely with clients to create customized investment solutions.
Mr. Adams focuses on helping clients understand the importance of portfolio construction and how RKL’s investment management process helps clients reach their financial goals.
Mr. Adams has over a decade of experience in the investment industry.
His background includes roles as a portfolio manager and analyst.
Additionally, he has experience in endowment portfolio research and reporting.
Mr. Adams received his B.S.
Finance degree from The Pennsylvania State University.
He has a Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.

Brandon K. Adams active positions

CompaniesPositionStart
Portfolio Manager-Equities 2016-10-31
All active positions of Brandon K. Adams

Former positions of Brandon K. Adams

CompaniesPositionEnd
Analyst-Equity 2016-11-17
Corporate Officer/Principal -
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Training of Brandon K. Adams

The Pennsylvania State University Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

8

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies3

Finance

Finance

Finance

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