John S. Adams

John S. Adams Email and Phone Number

Senior Vice President – Wealth Management, Senior Portfolio Manager - The Arbor Group at UBS @ UBS
zurich, zurich, switzerland
John S. Adams's Location
Seattle, Washington, United States, United States
About John S. Adams

John S. Adams is a Senior Vice President – Wealth Management, Senior Portfolio Manager - The Arbor Group at UBS at UBS.

John S. Adams's Current Company Details
UBS

Ubs

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Senior Vice President – Wealth Management, Senior Portfolio Manager - The Arbor Group at UBS
zurich, zurich, switzerland
Website:
ubs.com
Employees:
81377
John S. Adams Work Experience Details
  • Ubs
    Senior Vice President - Investments, Senior Portfolio Manager
    Ubs Jun 2007 - Present
    Greater Seattle Area
    With 32 years experience in the Investment Industry, John has been a Senior Portfolio Manager and leader of the Arbor Group Team since moving to UBS in 2007 from Smith Barney, where he also served as a Senior Portfolio Manager. His is experienced in management of Separately Managed Accounts (SMA)s including all phases of security selection and asset management. John oversees the fixed income team, which invests in taxable and tax-exempt bonds. The Arbor Group team also manages Multi-discipline accounts for Foundations, Endowments and Charitable Trusts.For over 20 years John has been managing portfolios on a fee-only basis, incorporating Environmental, Social and Governance (ESG) screens into the investment process. Arbor Group portfolio strategies are fossil fuel free, gaining energy sector exposure with renewable energy, efficiency and transmission companies. Portfolios are screened across all industry categories for carbon emissions, and invest on a best-in-class basis in low carbon companies. John has been a frequent speaker at industry conferences, including two presentations for the World Bank in 2014 regarding sustainable investing, and is involved as a member of the UBS Portfolio Manager Counsel.
  • Smith Barney Brokerage Firm
    Vice President - Investments
    Smith Barney Brokerage Firm Mar 2000 - Jun 2007
    Senior Portfolio Manager
  • Cibc
    Director - Investments
    Cibc Sep 1997 - Mar 2000

John S. Adams Education Details

Frequently Asked Questions about John S. Adams

What company does John S. Adams work for?

John S. Adams works for Ubs

What is John S. Adams's role at the current company?

John S. Adams's current role is Senior Vice President – Wealth Management, Senior Portfolio Manager - The Arbor Group at UBS.

What schools did John S. Adams attend?

John S. Adams attended The American College, The Evergreen State College.

Who are John S. Adams's colleagues?

John S. Adams's colleagues are Mark Koh, Thomas Schaefer, Anna Goldberg, Silvia Schwab, Oleg Stoika, Kevin Hernandez, Douglas Cosgrove, Cfp®.

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