![Adam Shealy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Adam Shealy, CFA MBA, is a Director of Fixed Income at HB Wealth Management LLC (GA).
He joined HB Wealth in June 2015 and is currently a Director, Fixed Income within the Investment department, managing the trading and portfolio management for individual bond strategies, as well as research and due diligence for external fixed income managers.
Mr. Shealy was previously employed as a Senior Investment Analyst by Homrich & Berg, Inc. (Investment Management).
He earned his MBA in Global Business from Georgia Tech and is a member of the CFA Institute.
| Sociétés | Poste | Début |
|---|---|---|
Homrich Berg, Inc.
 Homrich Berg, Inc. Investment ManagersFinance Homrich Berg invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for growth stage capital requirements. | Directeur/Membre du Conseil | 01/06/2015 |
HB Weath Management LLC (GA)
 HB Weath Management LLC (GA) Investment ManagersFinance HB combines their core principles of investment management with a personalized approach to portfolio construction to target superior risk-adjusted returns aligned with clients' family goals. The firm considers the client's specific goals, risk tolerance, and capital market outlook when directing assets to investments. | Directeur de Recherche - Fxd Inc | 01/02/2023 |
| Sociétés | Poste | Fin |
|---|---|---|
Homrich & Berg, Inc. (Investment Management)
 Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance H&B-IM considers the client's specific goals and risk tolerance and their capital markets outlook when directing assets to investments. The firm provides advice on securities such as mutual funds, exchange traded funds (ETFs), exchange traded notes (ETNs), bonds, stocks, hedge funds, private equity funds, real estate funds, natural resources funds, and structured notes. | Analyst-Fixed Income | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 5 |
|---|---|
Georgia Institute of Technology
 Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance H&B-IM considers the client's specific goals and risk tolerance and their capital markets outlook when directing assets to investments. The firm provides advice on securities such as mutual funds, exchange traded funds (ETFs), exchange traded notes (ETNs), bonds, stocks, hedge funds, private equity funds, real estate funds, natural resources funds, and structured notes. | Finance |
Middle Georgia College
 Middle Georgia College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HB Weath Management LLC (GA)
HB Weath Management LLC (GA) Investment ManagersFinance HB combines their core principles of investment management with a personalized approach to portfolio construction to target superior risk-adjusted returns aligned with clients' family goals. The firm considers the client's specific goals, risk tolerance, and capital market outlook when directing assets to investments. | Finance |
Homrich Berg, Inc.
Homrich Berg, Inc. Investment ManagersFinance Homrich Berg invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for growth stage capital requirements. | Finance |
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