Brandon Adams’ professional journey to the position of Partner and Chief Investment Officer with RKL Private Wealth began in ninth grade when his grandmother introduced him to his first mutual fund. Sparking a curiosity that would shape Brandon’s future, this early interest led him to take in books like Benjamin Graham’s “The Intelligent Investor” and became both a personal and professional calling to be of service to others.
With a professional history rooted in portfolio management and analysis, as well as endowment portfolio research and reporting, Brandon brings a wealth of knowledge to RKL Private Wealth. As CIO, Brandon leads the investment team in risk management and portfolio construction, specializing in creating custom investment solutions aimed at maximizing clients’ return objectives while minimizing risk. Brandon is also well-versed in Alternative Investment Allocations, encompassing all aspects of portfolio construction, manager selection, and vintage year diversification.
Beyond his role at RKL, Brandon is active in various professional organizations. He is a member of the CFA Institute and the CFA Society of Philadelphia. He also dedicates time to the Water Street Mission, where he is a member of the Finance Committee. These affiliations reflect Brandon’s commitment to his professional development, industry engagement, and community service.
To me, being a trusted advisor means not only being skillful in your work, but also anticipating needs, adjusting your guidance and taking a proactive approach.
PERSONAL
Away from the office, Brandon treasures time spent with his family. Living in Elizabethtown with his wife, Alison, and their four children, Ivy, Wyatt, Norah, and Hazel, Brandon finds joy in sharing his love for golf with his son and deepening relationships through shared experiences.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
