PA

Perry Adams

Senior Vice President - Wealth Director at West Shore Bank

Perry Adams has over 30 years of work experience in the financial industry. Perry started their career at Amerisure Insurance, where they held various roles as an Assistant Investment Manager, Portfolio Analyst, and Investment Accountant from 1986 to 1997. Perry then joined Frontier Insurance Group, Inc. as an Assistant Vice President - Portfolio Manager, where they managed a $1.4 billion core portfolio and actively managed $700 million of structured products. Perry later joined RLI Insurance Company as a Vice President - Investment Manager in 2000. Perry joined Huntington National Bank in 2002 and held the positions of Vice President - Senior Portfolio Manager & Equity Analyst and later Senior Vice President - HWA Regional Manager. During their time at Huntington, they managed high-net-worth assets, initiated investment update client calls, and represented the bank as an industry expert through media interviews. Perry joined Northwestern Bank in 2012 as a Vice President - Portfolio Manager before moving to State Savings Bank in 2014 as a Senior Vice President - Director of Investments. Perry is currently working at West Shore Bank as the Senior Vice President - Wealth Director, overseeing wealth management operations.

Perry Adams has a Master of Science degree in Finance from Walsh College. Additionally, they attended Ferris State University, but no information is available regarding a specific degree or field of study.

Location

Traverse City, United States

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West Shore Bank

For over a century, we have remained committed to helping the people and businesses of the West Shore community improve their financial well-being. As a local business, we employ over 100 people at nine full-service banking offices in Mason, Oceana, Manistee, Benzie and Grand Traverse counties. All of our employees live and work here, raise their families here, and volunteer here to help strengthen our community. At West Shore Bank, we provide quality service with a personalized touch—it’s here where you experience personal and memorable banking with real-time value and forward-thinking banking solutions. Equal Housing Lender | Member FDIC


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Employees

51-200

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