Adam Beers

Adam Beers has a diverse work experience in the financial industry. Adam currently works as a Senior Associate Portfolio Manager at CAPTRUST, starting in April 2020. Prior to that, they were a Financial Analyst at Northwestern Mutual from June 2018 to April 2020. Adam also served as a Financial Solutions Advisor at Merrill Edge from October 2015 to June 2018. Additionally, they worked as a Financial Analyst at AMG National Trust Bank from July 2014 to October 2015, where they developed investment strategies and performed retirement projections for high net worth clients. Adam began their career as a Financial Advisor at Morgan Stanley from October 2013 to May 2014, where they analyzed financial statements, developed financial plans, and managed client accounts. Prior to that, they worked as a Financial Solutions Advisor at Merrill Edge from February 2013 to October 2013, where they developed client investment plans and built key client relationships.

Adam Beers received their Bachelor of Science (BS) degree in Finance from DeSales University. Adam attended the university from 2007 to 2012.