![Cord Anthony 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>)
Profil
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.
Anciens postes connus de Cord Anthony Adams
| Sociétés | Poste | Fin |
|---|---|---|
Tolleson Wealth Management, Inc.
 Tolleson Wealth Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/08/2010 |
Quintessence Group Ltd.
 Quintessence Group Ltd. Investment ManagersFinance Provides wealth management services | Corporate Officer/Principal | 01/10/2009 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 30/04/1998 |
Formation de Cord Anthony Adams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Quintessence Group Ltd.
Quintessence Group Ltd. Investment ManagersFinance Provides wealth management services | Finance |
