Experience Makes all the difference

John S. Adams, CFP is a Certified Investment Management Analyst. (CIMA)He leads The Arbor Group, a team at UBS Financial Services that specializes in providing fee-based, multi strategy asset management to Foundations, Endowments and high net worth families. The Arbor Group Portfolio Management Team is directed under the UBS Portfolio Management Program (PMP) and provides socially and environmentally screened, global investment portfolios for clients.The Arbor Group Institutional Consulting Services provides multi-manager investmeent consulting worldwide for conservation endowments.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Sr. Vice President - Investments

Seattle, WA

June 2007 - Present

Smith Barney

Sr. Vice President - Investments

Seattle, WA

March 2000 - June 2007

CIBC Oppenheimer

Director - Investments

Seattle, WA

January 1998 - March 2000

First Affirmative/Walnut Street Securities

Certified Financial Planner

Bainbridge Island, WA

April 1994 - December 1997

Prudential

Retirment Plan Specialist

Seattle, WA

May 1982 - March 1994

Accomplishments

  • Investment Strategist Certification, Wharton Graduate School of Business, University of Pennsylvania, 2005
  • Board Member, The Evergreen State College Foundation, 1997-2003
  • President and member, South Sound Estate Planning Council 1985-1993

Education

  • Masters in Managment, (MSM) The American College, Bryn Maur, Pennsylvania, 2003
  • Masters in Financial Services (MsFS), The American College, Bryn Maur, Pennsylvania, 2001
  • Certified Investment Management Analyst (CIMA) Wharton Graduate School of Business, University of Pennsylvania, 2004
  • Certified Financial Planner (CFP) The College for Financial Planning, Denver, Colorado, 1989
  • Bachelors in Fine Arts (BA), The Evergreen State College, Olympia, WA 1982

Licenses

  • State of Washington, Life and Health Insurance Licensed

Registered States:

AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MD, MI, MO, MT, NM, NY, OH, OR, TN, TX, UT, VA, VT, WA, WI