Bernard Adams

Bernard Adams Email and Phone Number

Managing Member at Adams Advisory Services @
Bernard Adams's Location
Colebrook, Connecticut, United States, United States
Bernard Adams's Contact Details

Bernard Adams work email

Bernard Adams personal email

n/a
About Bernard Adams

Adams Advisory Services focuses on providing advice to businesses and individuals. For our business clients, we focus on general mangement, operations, strategic planning, and business development for financial services organizations, particularly hedge funds. For our individual and family clients, we offer guidance on wealth management, investments and life planning.Specialties: Consulting on all aspects of management for financial services firms, especially registered investment advisers and hedge fundsAdvice for families and individuals on wealth management and life planning

Bernard Adams's Current Company Details
Adams Advisory Services

Adams Advisory Services

Managing Member at Adams Advisory Services
Bernard Adams Work Experience Details
  • Adams Advisory Services
    Managing Member
    Adams Advisory Services Jan 2009 - Present
  • My Virtual Coo
    Senior Strategist
    My Virtual Coo Jan 2012 - Dec 2016
  • Arx Investment Management
    Coo And Co-Founding Partner
    Arx Investment Management Oct 2001 - Dec 2008
    ARX Investment Management LP is the manager of the ARX Global High Yield Securities Master Fund, Ltd which is a 1.3 billion dollar private investment fund whose focus is on global high yield issuers which we define as issuers with debt securities trading wider than 200 bps over Treasuries. ARX approaches the credit market as a global asset class that should be managed in a single, integrated portfolio rather than in separate product lines which is the traditional approach. Our analytical model allows us to invest, long or short, anywhere in the capital structure and to identify and capture capital structure arbitrage opportunities. As a founding partner, I have been responsible for setting up the firm and fund vehicles, managing the business aspects of the firm, serving as our in-house counsel and compliance person and, until mid-2006, heading our investor relations function; also member of the investment committee and Director of two of the ARX Funds.
  • Tanager Financial Services (Now Called Calibre)
    Coo, Member Of The Executive Committe And Head Of Client Services Team
    Tanager Financial Services (Now Called Calibre) Oct 1998 - Oct 2001
    Tanager is a multi-client family office provides full-service financial planning, investment management and estate planning services to individuals and families of high net worth. The firm has in excess of three billion dollars under management. At Tanager, my role was that of a relationship manager providing advice on all areas of the firm’s offerings directly to clients. In addition, served as Chief Operating Officer, Compliance Officer, Member of the Executive Committee and head of client service team during a period of dynamic growth. Tanager was acquired by Wachovia in 2004 and is now named Calibre.

Bernard Adams Skills

Strategic Financial Planning Business Strategy Financial Services Trading Strategic Planning Business Development Management Credit Investment Management Financial Planning Hedge Funds Wealth Management

Bernard Adams Education Details

Frequently Asked Questions about Bernard Adams

What company does Bernard Adams work for?

Bernard Adams works for Adams Advisory Services

What is Bernard Adams's role at the current company?

Bernard Adams's current role is Managing Member at Adams Advisory Services.

What is Bernard Adams's email address?

Bernard Adams's email address is ba****@****ams.net

What schools did Bernard Adams attend?

Bernard Adams attended Yale Law School, Brown University.

What skills is Bernard Adams known for?

Bernard Adams has skills like Strategic Financial Planning, Business Strategy, Financial Services, Trading, Strategic Planning, Business Development, Management, Credit, Investment Management, Financial Planning, Hedge Funds, Wealth Management.

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