Career history of Mari Baumgarten Adam
Former positions of Mari Baumgarten Adam
| Companies | Position | Start | End |
|---|---|---|---|
Adam Financial Associates, Inc.
 Adam Financial Associates, Inc. Investment ManagersFinance Adam Financial Associates, Inc. is an investment management firm headquartered in Boca Raton, Florida. The firm was founded by Mari Adam in 1995 and is owned by Mercer Global Advisors, Inc., which is owned by Mercer Adivsors, Inc. They specialize in providing fee-only financial planning and investment management services to individuals, businesses, trusts, retirement plans and fiduciaries. | Chief Investment Officer | 1994-12-31 | 2019-11-30 |
| Compliance Officer | 1995-05-31 | 2019-11-30 | |
| Founder | 2010-11-01 | 2019-11-30 | |
| Portfolio Manager-Equities | 1994-12-31 | 2019-11-30 | |
| President | 1994-12-31 | 2019-11-30 | |
| US Department of State (District of columbia) | Corporate Officer/Principal | - | - |
BB&T Asset Management, Inc.
 BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Corporate Officer/Principal | - | - |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - | - |
Training of Mari Baumgarten Adam
| Claremont McKenna College | Undergraduate Degree |
| George Washington University | Masters Business Admin |
Statistics
International
| United States | 7 |
Operational
| Corporate Officer/Principal | 3 |
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Government | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Adam Financial Associates, Inc.
Adam Financial Associates, Inc. Investment ManagersFinance Adam Financial Associates, Inc. is an investment management firm headquartered in Boca Raton, Florida. The firm was founded by Mari Adam in 1995 and is owned by Mercer Global Advisors, Inc., which is owned by Mercer Adivsors, Inc. They specialize in providing fee-only financial planning and investment management services to individuals, businesses, trusts, retirement plans and fiduciaries. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
BB&T Asset Management, Inc.
BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Finance |
| US Department of State (District of columbia) | Government |
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