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.

• 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

• 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

• State of Washington, Life and Health Insurance Licensed

AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, MA, MD, MI, MN, MO, MT, NH, NM, NV, NY, OR, SD, TN, TX, UT, VA, VT, WA