Profil
Mr. Mike Adams is a President & Principal Portfolio Manager at Adams Financial Concepts LLC.
Mr. Adams was previously employed as a President & Chief Executive Officer by Aircraft Services Group, Inc., a Securities Portfolio Manager by Wachovia Securities LLC, a Chairman by Seattle Theatre Group, a Principal by RBC Dain Rauscher, Inc., and a Principal by Paine Webber.
He also served on the board at Baristas Coffee Co., Inc.
He holds a Master’s degree from Carnegie Mellon and a BA from OSU, and is very active in the community, serving on various boards and volunteering his time and expertise to non-profits.
Postes actifs de Mike Adams
| Sociétés | Poste | Début |
|---|---|---|
Adams Financial Concepts LLC
Adams Financial Concepts LLC Investment ManagersFinance Adams Financial Concepts (AFC) employs a bottom-up approach to stock selection. They first search for areas with the potential for substantial growth and then look for companies that are undervalued in the marketplace. AFC searches for equities that have twice the upside potential as downside price risk. The firm's investment approach reviews a company's financials, products, competitive position and management. AFC concentrates portfolios in as few as 10 securities. Their time horizon is 2 to 5 years. When investing in bonds, the firm considers worth as including the coupon interest as well as the capital appreciation/depreciation. The firm prefers to invest in the securities of companies located in the Pacific Northwestern US, but will consider investments in companies in any location, any industry and of any size or issuer. | Directeur Général | 01/01/2005 |
Anciens postes connus de Mike Adams
| Sociétés | Poste | Fin |
|---|---|---|
Aircraft Services Group, Inc.
Aircraft Services Group, Inc. AirlinesTransportation Provides aircraft charter, management and sales services | President | 31/10/2010 |
Seattle Theatre Group
Seattle Theatre Group Movies/EntertainmentConsumer Services Operates website and ticket source for arts theaters | Président | 31/12/2006 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBCWM creates a plan tailored to their client’s complex needs and goals. The firm uses their discovery process in identifying their clients’ investment, retirement, tax and estate planning needs. | Corporate Officer/Principal | 31/12/1997 |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Formation de Mike Adams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Oregon State University
Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Adams Financial Concepts LLC
Adams Financial Concepts LLC Investment ManagersFinance Adams Financial Concepts (AFC) employs a bottom-up approach to stock selection. They first search for areas with the potential for substantial growth and then look for companies that are undervalued in the marketplace. AFC searches for equities that have twice the upside potential as downside price risk. The firm's investment approach reviews a company's financials, products, competitive position and management. AFC concentrates portfolios in as few as 10 securities. Their time horizon is 2 to 5 years. When investing in bonds, the firm considers worth as including the coupon interest as well as the capital appreciation/depreciation. The firm prefers to invest in the securities of companies located in the Pacific Northwestern US, but will consider investments in companies in any location, any industry and of any size or issuer. | Finance |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBCWM creates a plan tailored to their client’s complex needs and goals. The firm uses their discovery process in identifying their clients’ investment, retirement, tax and estate planning needs. | Finance |
Seattle Theatre Group
Seattle Theatre Group Movies/EntertainmentConsumer Services Operates website and ticket source for arts theaters | Consumer Services |
Aircraft Services Group, Inc.
Aircraft Services Group, Inc. AirlinesTransportation Provides aircraft charter, management and sales services | Transportation |
Baristas Coffee Co., Inc.
Baristas Coffee Co., Inc. Food: Specialty/CandyConsumer Non-Durables Engages in coffee products production and e-commerce sales activities | Consumer Non-Durables |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
















