Adam Scully-Power, Cima®, Cpwa®

Adam Scully-Power, Cima®, Cpwa® Email and Phone Number

Featured Executive Speaker @ Vistage Worldwide, Inc.
Boston, MA, US
Adam Scully-Power, Cima®, Cpwa®'s Location
Boston, Massachusetts, United States, United States
About Adam Scully-Power, Cima®, Cpwa®

Adam Scully-Power brings over 25 years of leadership experience from the investment and wealth management industry. Throughout his distinguished career, he has occupied senior leadership positions at some of the nation's most respected institutions. His accomplishments include designing award-winning investment strategies, pioneering innovative multi-asset and alternative investment model portfolios, and offering comprehensive education on capital markets, investment strategy, and the optimal alignment of financial planning with portfolio design.​Drawing from his varied roles in investments, product management, sales, and marketing, Adam has successfully built several large multi-billion dollar businesses in the wealth management industry. Currently, he serves as Practice Solutions Director for Nebo Wealth, an award-winning, goals-based wealth optimization and portfolio design program that empowers financial advisors to craft custom model portfolios tailored to each client’s unique goals, objectives and risk profile.​Yet, what truly distinguishes Adam's story is his transformative health journey from a self-described out-of-shape, middle-aged corporate executive to an ultra-endurance athlete. Over the last decade, he has completed some of the world's most demanding endurance races, earning features in ESPN, Men's Health, USA Today, and other notable outlets.​Driven by a passion for facilitating transformative personal and professional development, Adam also works as an executive coach for business leaders, top performers, and growing organizations. He is a sought-after speaker who deeply connects with audiences, sparking curiosity, igniting action, and guiding lasting change. His impactful keynotes empower attendees to redefine their potential and pursue their most significant personal and professional goals.​Adam resides outside of Boston, MA, with his wife and four children.The thoughts and opinions expressed herein belong to the author and do not necessarily reflect those of GMO or any of its affiliates. Please note that communications sent through this platform may be archived by my employer.

Adam Scully-Power, Cima®, Cpwa®'s Current Company Details
Vistage Worldwide, Inc.

Vistage Worldwide, Inc.

View
Featured Executive Speaker
Boston, MA, US
Website:
vistage.com
Employees:
3519
Adam Scully-Power, Cima®, Cpwa® Work Experience Details
  • Vistage Worldwide, Inc.
    Featured Executive Speaker
    Vistage Worldwide, Inc.
    Boston, Ma, Us
  • Nebo Wealth
    Practice Solutions Director | Nebo Wealth
    Nebo Wealth Nov 2023 - Present
    Boston, Massachusetts, United States
    Nebo Wealth is an award-winning, open architecture asset management platform, setting a new stand in goals-based wealth management. Our pioneering approach to asset allocation and portfolio design is garnering widespread industry recognition, delivering the personalization that clients expect, with the scale and efficiency advisory firms require to grow. Developed over the past decade within a leading global asset manager (GMO), Nebo Wealth is powered by a proprietary risk optimization engine designed to minimize the risk that matters most to clients, ensuring they have the financial resources they need when they need them. The result? The perfect-fit portfolio with just a few clicks that are 100% in sync with your clients’ unique financial goals and objectives. No more spreadsheets. No wasted time. No more one-size-fits-all models. It’s simply a better way to serve your clients. And there’s nothing else like it in the industry today.Welcome to Nebo Wealth. Totally personalized portfolios. Totally scalable. Elevating the client experience. To learn more or schedule your own interactive demo, visit us at www.nebowealth.com.Nebo Wealth, a division of Grantham, Mayo, Van Otterloo & Co, LLC.
  • Gmo
    Practice Solutions Director | Nebo Wealth
    Gmo Nov 2023 - Present
    Boston, Massachusetts, United States
    Nebo Wealth is an award-winning, open architecture asset management platform, setting a new stand in goals-based wealth management. Our pioneering approach to asset allocation and portfolio design is garnering widespread industry recognition, delivering the personalization that clients expect, with the scale and efficiency advisory firms require to grow. Developed over the past decade within a leading global asset manager (GMO), Nebo Wealth is powered by a proprietary risk optimization engine designed to minimize the risk that matters most to clients, ensuring they have the financial resources they need when they need them. The result? The perfect-fit portfolio with just a few clicks that are 100% in sync with your clients’ unique financial goals and objectives. No more spreadsheets. No wasted time. No more one-size-fits-all models. It’s simply a better way to serve your clients. And there’s nothing else like it in the industry today.Welcome to Nebo Wealth. Totally personalized portfolios. Totally scalable. Elevating the client experience. To learn more or schedule your own interactive demo, visit us at www.nebowealth.com.Nebo Wealth, a division of Grantham, Mayo, Van Otterloo & Co, LLC.
  • Vistage Worldwide, Inc.
    Executive Speaker
    Vistage Worldwide, Inc. Dec 2022 - Present
    Vistage is the world’s largest CEO coaching and peer advisory organization for leaders of small and midsize businesses. For more than 65 years, Vistage has helped CEOs, business owners and key executives reach new levels of success.
  • Brighthouse Financial
    Senior Portfolio Strategist | Investment Management And Advanced Markets Group
    Brighthouse Financial Sep 2019 - Nov 2022
    Boston, Massachusetts
  • Columbia Threadneedle Investments, Us
    Senior Client Portfolio Manager | Global Asset Allocation And Alternative Investment Solutions
    Columbia Threadneedle Investments, Us Oct 2015 - Jan 2019
    Boston, Massachusetts
  • Columbia Threadneedle Investments, Us
    Head Of Product Management | Global Asset Allocation And Alternative Investment Solutions
    Columbia Threadneedle Investments, Us Jul 2013 - Sep 2015
    Boston, Massachusetts
  • Columbia Threadneedle Investments, Us
    Senior Regional Sales Director
    Columbia Threadneedle Investments, Us Feb 2005 - Jun 2013
    Los Angeles, California
  • Columbia Threadneedle Investments, Us
    Client Portfolio Specialist
    Columbia Threadneedle Investments, Us Aug 2004 - Jan 2005
    Los Angeles, California
  • Columbia Threadneedle Investments, Us
    Western Divisional Retirement Sales Director
    Columbia Threadneedle Investments, Us Apr 2002 - Jul 2004
    Los Angeles, California
  • Columbia Threadneedle Investments, Us
    Regional Sales Director
    Columbia Threadneedle Investments, Us Apr 1999 - Mar 2002
    Los Angeles, California
  • Columbia Threadneedle Investments, Us
    Regional Marketing Consultant
    Columbia Threadneedle Investments, Us Sep 1997 - Mar 1999
    Boston, Massachusetts
  • Columbia Threadneedle Investments, Us
    Product Specialist
    Columbia Threadneedle Investments, Us Jun 1997 - Aug 1997
    Boston, Massachusetts
  • Columbia Threadneedle Investments, Us
    Dedicated Service Representative
    Columbia Threadneedle Investments, Us Jun 1996 - May 1997
    Boston, Massachusetts

Adam Scully-Power, Cima®, Cpwa® Education Details

Frequently Asked Questions about Adam Scully-Power, Cima®, Cpwa®

What company does Adam Scully-Power, Cima®, Cpwa® work for?

Adam Scully-Power, Cima®, Cpwa® works for Vistage Worldwide, Inc.

What is Adam Scully-Power, Cima®, Cpwa®'s role at the current company?

Adam Scully-Power, Cima®, Cpwa®'s current role is Featured Executive Speaker.

What schools did Adam Scully-Power, Cima®, Cpwa® attend?

Adam Scully-Power, Cima®, Cpwa® attended College Of The Holy Cross, Certified Private Wealth Advisor®, Certified Investment Management Analyst®.

Who are Adam Scully-Power, Cima®, Cpwa®'s colleagues?

Adam Scully-Power, Cima®, Cpwa®'s colleagues are Christopher Hebert, Gabriel Camargo Osti, Lynn K Borek, Rich Pearson, David Hokanson, Alejo Chapero, Victor Marino.

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