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Brandon K. Adams
Portfolio Manager-Equities at RKL Wealth Management LLC
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
Companies | Position | Start |
---|---|---|
RKL Wealth Management LLC
![]() RKL Wealth Management LLC Investment ManagersFinance RKL Wealth Management LLC (RKL Wealth) is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1999 as Kuntz Lesher Capital LLC and was combined with Sterling Financial Advisors under the RKL Wealth Management brand in 2016. They are a subsidiary of Reinsel Kuntz Lesher LLP. RKL Wealth manages investments for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. | Portfolio Manager-Equities | 2016-10-31 |
Former positions of Brandon K. Adams
Companies | Position | End |
---|---|---|
Faithward Advisors LLC
![]() Faithward Advisors LLC Investment ManagersFinance Faithward Advisors LLC is an independent, SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded by Robert “Bob” Kauffman in 1990 and formerly known as Ambassador Advisors LLC. Faithward Advisors offers personalized investment advisory services to primarily non-profit organizations and their donors, however other individuals, pension and profit-sharing plans, trusts, estates, corporations, or business entities may also be clients of the firm. | Analyst-Equity | 2016-11-17 |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Corporate Officer/Principal | - |
Training of Brandon K. Adams
The Pennsylvania State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
Faithward Advisors LLC
![]() Faithward Advisors LLC Investment ManagersFinance Faithward Advisors LLC is an independent, SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded by Robert “Bob” Kauffman in 1990 and formerly known as Ambassador Advisors LLC. Faithward Advisors offers personalized investment advisory services to primarily non-profit organizations and their donors, however other individuals, pension and profit-sharing plans, trusts, estates, corporations, or business entities may also be clients of the firm. | Finance |
RKL Wealth Management LLC
![]() RKL Wealth Management LLC Investment ManagersFinance RKL Wealth Management LLC (RKL Wealth) is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1999 as Kuntz Lesher Capital LLC and was combined with Sterling Financial Advisors under the RKL Wealth Management brand in 2016. They are a subsidiary of Reinsel Kuntz Lesher LLP. RKL Wealth manages investments for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. | Finance |
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