Adam Lawlor, CFA, is a results-proven senior executive with expertise in institutional and ultra-high-net-worth investment management. Currently serving as the Director and Investment Counselor at HSBC Private Bank, Adam has previously held significant roles at Citi, Legato Capital Management, and Robertson Stephens. A CFA Charter Holder and member of the CFA Society of San Francisco, Adam earned a Bachelor of Science in Finance from the University of Connecticut, Storrs. Their extensive experience includes business development, portfolio construction, and investment consulting.
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