Perfil
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.
Antiguos cargos conocidos de Cord Anthony Adams.
| Empresas | Cargo | Fin |
|---|---|---|
Tolleson Wealth Management, Inc.
 Tolleson Wealth Management, Inc. Investment ManagersFinance Tolleson Wealth Management, Inc. provides financial and wealth management services. It offers strategic services, investment services, mobile and online banking, and remote deposit capture. The company was founded by Eric W. Bennet and John Tolleson in 2000 and is headquartered in Dallas, TX. | Corporate Officer/Principal | 31/08/2010 |
Quintessence Group Ltd.
 Quintessence Group Ltd. Investment ManagersFinance Part of Tolleson Wealth Management, Inc., Quintessence Group Ltd. is a company that provides wealth management services. The company is based in Dallas, TX. Quintessence Group was acquired by Tolleson Wealth Management, Inc. on August 31, 2009. | Corporate Officer/Principal | 01/10/2009 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 30/04/1998 |
Formación de Cord Anthony Adams.
| Southern Methodist University | Undergraduate Degree |
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| Empresas privadas | 3 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. Investment ManagersFinance Tolleson Wealth Management, Inc. provides financial and wealth management services. It offers strategic services, investment services, mobile and online banking, and remote deposit capture. The company was founded by Eric W. Bennet and John Tolleson in 2000 and is headquartered in Dallas, TX. | Finance |
Quintessence Group Ltd.
Quintessence Group Ltd. Investment ManagersFinance Part of Tolleson Wealth Management, Inc., Quintessence Group Ltd. is a company that provides wealth management services. The company is based in Dallas, TX. Quintessence Group was acquired by Tolleson Wealth Management, Inc. on August 31, 2009. | Finance |
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