Welcoming Patrick Adams as LPWM Strategist
We are thrilled to announce that Patrick Adams, CFA, a highly decorated and seasoned portfolio manager, is joining our investment team as a portfolio strategist. With over 38 years of professional money management experience, Pat has successfully managed large mutual fund portfolios for firms such as Kemper Funds, Berger/Janus, and Founders/Dreyfus. Pat Adams is known for his Loss Averse investment philosophy, prioritizing capital protection during market downturns while also seeking attractive investment opportunities that perform well in rising markets.