Adam Workman, Cfa Email and Phone Number
Adam Workman, Cfa work email
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Adam Workman, Cfa personal email
My name is Adam Workman, and I am currently Head of Reasearch for Waypoint Wealth Counsel, a boutique RIA in Atlanta, GA. Previously, I worked for a Private Wealth Team at Merrill Lynch, with LCG Associates in Atlanta, GA, and at the Vanguard Group in Charlotte, NC. I am a CFA Charterholder and graduated from the Moore School of Business at the University of South Carolina in May of 2014.
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Senior Investment Analyst / Head Of ResearchWaypoint Wealth Counsel Feb 2022 - PresentAtlanta, Georgia, Us• Conduct capital markets research to inform the firm’s economic outlook and investment strategy.• Co-manage the Waypoint Private Access Fund, a multi-manager/multi-strategy vehicle for investing in illiquid Limited Partnership funds and direct investments (Private Equity, Private Credit, Real Estate Equity/Debt, Real Assets, etc.). • Write periodic market commentary for client distribution. • Perform in-depth manager due diligence across public and private markets. • Develop sub-asset class composites to serve as target allocations. • Provide allocation recommendations for new client assets. • Complete ad-hoc analyses to address client queries.
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Private Wealth Senior Investment ManagerMerrill Lynch Nov 2020 - Feb 2022New York, Ny, UsMember of 5 person private wealth team, advising 23 family groups throughout the United States, Europe, and Israel, with approximately $1.5 Billion in assets under management.• Conduct in-depth research and due diligence on investment managers across multiple asset classes, including Equity, Fixed Income, Hedge Funds, and Private Equity.• Develop model portfolios within asset/sub-asset classes to be used as targeted allocations within client portfolios (ie. Hedge Funds, International Equity, Enhanced Cash, etc.). • Build and update a Private Equity pacing schedule used in maintaining targeted allocations to illiquid Alternative Investments. • Provide recommendations on client portfolio positioning, rebalancing, and meeting cash needs.• Propose and implement client investment plans for new capital.• Create customized and detailed portfolio analytics, market commentary, and performance attribution for client reviews. • Assist in managing client municipal and corporate bond portfolios. -
Private Wealth AnalystMerrill Lynch Jul 2018 - Nov 2020New York, Ny, Us
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Investment AnalystLcg Associates Jan 2017 - Jun 2018Atlanta, Ga, UsSupport consultants on 14 institutional client relationships totaling $8B assets under advisement- Client list includes Endowments/Foundations, Defined Benefit Plans, 401(k)/403(b) plans, Religious Organizations, HealthCare Organizations, Nuclear Decommissioning Trusts, & Family Office- Prepare quarterly investment review including investment manager characteristics, customized market commentary, and performance attribution- Provide client-specific deliverables, including asset allocation studies and asset/liability studies-Compose detailed search books when hiring a new manager within an asset class including quantitative and qualitative analyses Conduct Manager Research and Due Diligence across multiple asset classes, including: -Domestic Equity-International Equity-Fixed Income-Hedge Funds-Private Equity-Private Debt-Real Assets-Real EstatePassed Level III of the CFA Exam (June 2017)Passed Level I of the CAIA Exam (September 2017)Bloomberg Certified -
Investment Professional: Integrated Client Services AssociateVanguard Jun 2014 - Dec 2016Valley Forge, Pa, UsSeries 7 LicenseSeries 63 LicensePassed Level 1 of the CFA Exam (June 2015)Passed Level 2 of the CFA Exam (June 2016)Level 3 CFA Exam Candidate (June 2017)Primary Responsibilities: Provide investment guidance to determine suitable investment options for personal investors Facilitate incoming asset transfers for various account typesExecute trades for mutual fund and brokerage securities within retirement and non-retirement accountsPerform back end processing for at 100% productivity for the following account changes: - Change of Ownership - Redemptions - Transfer of Assets - Additional Purchases, - Legals - Account Maintenance
Adam Workman, Cfa Skills
Adam Workman, Cfa Education Details
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University Of South Carolina Darla Moore School Of BusinessInvestment Finance And Global Supply Chain Operations Management -
Wesleyan SchoolHigh School
Frequently Asked Questions about Adam Workman, Cfa
What company does Adam Workman, Cfa work for?
Adam Workman, Cfa works for Waypoint Wealth Counsel
What is Adam Workman, Cfa's role at the current company?
Adam Workman, Cfa's current role is Senior Investment Analyst/Head of Research, Waypoint Wealth Counsel.
What is Adam Workman, Cfa's email address?
Adam Workman, Cfa's email address is adam.workman@ml.com
What schools did Adam Workman, Cfa attend?
Adam Workman, Cfa attended University Of South Carolina Darla Moore School Of Business, Wesleyan School.
What skills is Adam Workman, Cfa known for?
Adam Workman, Cfa has skills like Series 63, Financial Modeling, Investments, Client Relations, Retirement, Financial Analysis, Options, Series 7, Market Analysis, Securities, Mutual Funds, Brokerage.
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