Brandon K. Adams, CFA®, CAIA®
Managing Director, Investment Strategy
About Brandon
Brandon is the Managing Director of Investment Strategy for RKL Private Wealth. He works closely with clients to create customized investment solutions. Brandon focuses on helping clients understand the importance of portfolio construction and how RKL’s investment management process helps clients reach their financial goals.
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.
Education
- B.S. Finance, Penn State University
Professional & Business History
Brandon has over a decade of experience in the investment industry. His background includes roles as a portfolio manager and analyst. Additionally, he has experience in endowment portfolio research and reporting.
Professional Activities & Memberships
- CFA Institute
- CFA Society of Philadelphia
- CAIA Association
- CAIA Chapter of Philadelphia, Chapter Executive
- Water Street Mission, Finance Committee Member
Personal
In his free time, Brandon enjoys mountain climbing (Mt. Kilimanjaro, summer 2009) and playing golf. He lives in Mount Joy with his family.