Adam Scully-Power, Cima®, Cpwa® Email and Phone Number
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.
Vistage Worldwide, Inc.
View- Website:
- vistage.com
- Employees:
- 3519
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Featured Executive SpeakerVistage Worldwide, Inc.Boston, Ma, Us -
Practice Solutions Director | Nebo WealthNebo Wealth Nov 2023 - PresentBoston, Massachusetts, United StatesNebo 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. -
Practice Solutions Director | Nebo WealthGmo Nov 2023 - PresentBoston, Massachusetts, United StatesNebo 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. -
Executive SpeakerVistage Worldwide, Inc. Dec 2022 - PresentVistage 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. -
Senior Portfolio Strategist | Investment Management And Advanced Markets GroupBrighthouse Financial Sep 2019 - Nov 2022Boston, Massachusetts -
Senior Client Portfolio Manager | Global Asset Allocation And Alternative Investment SolutionsColumbia Threadneedle Investments, Us Oct 2015 - Jan 2019Boston, Massachusetts -
Head Of Product Management | Global Asset Allocation And Alternative Investment SolutionsColumbia Threadneedle Investments, Us Jul 2013 - Sep 2015Boston, Massachusetts -
Senior Regional Sales DirectorColumbia Threadneedle Investments, Us Feb 2005 - Jun 2013Los Angeles, California -
Client Portfolio SpecialistColumbia Threadneedle Investments, Us Aug 2004 - Jan 2005Los Angeles, California -
Western Divisional Retirement Sales DirectorColumbia Threadneedle Investments, Us Apr 2002 - Jul 2004Los Angeles, California -
Regional Sales DirectorColumbia Threadneedle Investments, Us Apr 1999 - Mar 2002Los Angeles, California -
Regional Marketing ConsultantColumbia Threadneedle Investments, Us Sep 1997 - Mar 1999Boston, Massachusetts -
Product SpecialistColumbia Threadneedle Investments, Us Jun 1997 - Aug 1997Boston, Massachusetts -
Dedicated Service RepresentativeColumbia Threadneedle Investments, Us Jun 1996 - May 1997Boston, Massachusetts
Adam Scully-Power, Cima®, Cpwa® Education Details
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Bachelor Of Arts -
Certified Private Wealth Advisor® -
Certified Investment Management Analyst®
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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