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Experienced General Counsel with a demonstrated history of working in the Investment Management industry. Skilled in Securities Law, Analytics, Sales Operations, and Investment Strategies. Strong business development professional with a Juris Doctor (J.D.) and Business Law concentration from Cleveland-Marshall College of Law.
Rosenthal | Henry Capital Advisors, Inc.
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Rosenthal | Henry Capital Advisors, Inc.Chagrin Falls, Oh, Us
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Chief Administrative Officer And General CounselRosenthal | Henry Capital Advisors, Inc. Oct 2018 - PresentAdam Henry is the Chief Administrative Officer (“CAO”) at John W. Rosenthal Capital Management, Inc. Included in his role as CAO, Adam also serves as General Counsel and Chief Compliance Officer. Adam works closely with John Rosenthal, the company’s CEO and Chief Investment Officer, to maintain the holdings of the four limited partnerships which serve as investment vehicles for the firm.
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Attorney At LawCavitch, Familo & Durkin, Lpa Aug 2017 - Oct 2018Adam Henry joined Cavitch, Familo & Durkin in August of 2017 as an associate attorney. Adam practices in the areas of general corporate and business law, securities regulations, mergers and acquisitions, and estate planning.Adam attended Miami University of Ohio where he earned a bachelor’s degree in business science in May, 2007. Prior to entering law school, Adam served as a licensed wealth management advisor working with high net worth individuals and business owners to create comprehensive long term financial plans and structure business succession strategies.Adam earned his Juris Doctor degree (cum laude) from Cleveland-Marshall College of Law where he was a recipient of the Cleveland Metropolitan Bar Association, Sicherman Excellence in Bankruptcy Award. While at Cleveland-Marshall, he was an active student member of the Cleveland Metropolitan Bar Association and served as executive editor of the Cleveland State Law Review.Adam is a member of the Ohio State Bar Association, as well as the Cleveland Metropolitan Bar Association.Adam grew up in Northeast Ohio and currently resides in Chagrin Falls, Ohio with his wife, Ashley and their son, Chip.
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Juris Doctor (Cum Laude)Cleveland-Marshall College Of Law Aug 2014 - May 2017Cleveland, Oh, Us -
Externship - Law ClerkMim Software Inc. Jan 2017 - Apr 2017Cleveland, Oh, Us -
Law ClerkThe J.M. Smucker Company May 2016 - Mar 2017Orrville, Ohio, Us -
Law ClerkCollins & Scanlon Llp May 2015 - May 2016
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Financial AdvisorPnc Investments Oct 2013 - Aug 2014Pittsburgh, Pennsylvania, Us -
Finacial AdvisorPinkerton Wealth Management Aug 2011 - Oct 2013
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Business Development AssociateWells Fargo Private Bank Jan 2009 - Oct 2011San Francisco, California, UsPromote the strengths and benefits of the comprehensive wealth management services provided by Wells Fargo Private Banking to high net worth individuals in our territory of the Western United States. -
Sales ManagerSelby Winery 2007 - 2008
Adam Henry Skills
Adam Henry Education Details
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Cleveland State University - Cleveland-Marshall College Of LawLaw -
Institute Of Business & FinanceCertified Fund Specialist® -
Miami UniversityPolitical Science -
Kenston High School -
College Of Financial PlanningCfp
Frequently Asked Questions about Adam Henry
What company does Adam Henry work for?
Adam Henry works for Rosenthal | Henry Capital Advisors, Inc.
What is Adam Henry's role at the current company?
Adam Henry's current role is Chief Administrative Officer and General Counsel.
What is Adam Henry's email address?
Adam Henry's email address is ch****@****ail.com
What schools did Adam Henry attend?
Adam Henry attended Cleveland State University - Cleveland-Marshall College Of Law, Institute Of Business & Finance, Miami University, Kenston High School, College Of Financial Planning.
What skills is Adam Henry known for?
Adam Henry has skills like Estate Planning, Portfolio Management, Financial Advisory, Capital Markets, Investment Strategies, Sales Operations, Analysis, Investments, Business Development, Retirement, Mergers And Acquisitions, Corporate Finance.
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