Adam Lee Woods

Fondateur chez Cedar Mountain Advisors LLC

Profil

Mr. Adam L.
Woods is a Senior Financial Advisor at Cedar Mountain Advisors LLC.
His responsibilities include leading, facilitating and organizing the work of the firm’s investment management committee.
He has over 23 years of experience as a securities analyst, portfolio manager and professional advisor, he currently works to coordinate and direct the efforts of the firm’s other analysts and advisors in a collaborative team approach.
Prior to co-founding Cedar Mountain Advisors,Mr. Woods served five years as Investment Specialist and Senior Financial Planner at New England Financial.
As an Investment Specialist, he was responsible for supervising and managing the firm’s investment and fee-based financial planning businesses, assisting in sophisticated joint casework, and providing advisor training.
Previously to joining New England, he served in the positions of Director of Research, and Portfolio Manager at the H Group, Inc. His responsibilities included co-managing the firm’s discretionary portfolios, performing on-going institutional level analysis as well as advisor education.
He began his investment career with Portland-based M/P Advisory, Inc. in 1993, where he began his investment career as a securities analyst.
He graduated from Oregon State University in 1993 with a Bachelor of Science degree in Economics.

Postes actifs de Adam Lee Woods

Sociétés	Poste	Début
Cedar Mountain Advisors LLC	Fondateur	01/07/2006

Anciens postes connus de Adam Lee Woods

Sociétés	Poste	Fin
The H Group, Inc.	Corporate Officer/Principal	-
New England Financial	Corporate Officer/Principal	-