Adam McCauley

Adam McCauley is a professional with a diverse range of experience. Adam began their career in 2005 with an internship at Seasongood Asset Management, where they assisted in identifying sales opportunities and helped in the integration of prospect tracking software. Adam then worked as a Financial Representative at Fidelity Investments, providing financial information and investment reviews to individual clients.

In 2006, Adam joined Fifth Third Bank as a Trust Officer, responsible for basic trust administration and collaborating with clients for cash management and estate planning. Adam later transitioned to the role of Portfolio Manager, where they managed and carried out portfolio management functions for a portfolio of over $100 million in assets under management.

Adam also dedicated their time to community service, serving as a Committee Member for Helping Hands of Cincinnati, providing financial support to families battling cancer. Adam further expanded their community involvement as the Head Coach and Director of Character Development at the Madeira Community Youth Football Organization, focusing on teaching fundamentals and increasing youth participation in football.

In 2017, Adam joined Public Trust Advisors, LLC, as the Vice President and Director of Investment Services. Currently, they hold a role as the Varsity Football Coach for the Tight Ends at Archbishop Moeller High School.

Overall, Adam McCauley has proven himself to be a dedicated professional with a strong background in finance and a passion for community involvement.

Adam McCauley earned their Bachelor's degree in Business Marketing from the University of Louisville from 2000 to 2004. Adam went on to pursue their M.B.A in Business Management at Indiana Wesleyan University from 2008 to 2010.