Cord Adams

Personal Finance, Retirement, Investing
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Firm:

Shamrock Asset Management

Job Title:

Senior Managing Director, Relationship Manager

Biography:

Mr. Adams is a Managing Director of the firm and has over 15 years of experience in the industry. Prior to joining Shamrock, Cord was Director of Investments for Quintessence Group, Ltd., a multi-family office in Dallas, Texas. Mr. Adams has spent the last decade working with high net worth families and foundations on their portfolio construction, implementation and ongoing management. The primary investment objective for Shamrock clients is asset preservation and building portfolios that allow clients to maintain their current standard of living without any undue sacrifices. As a Relationship Manager, Cord is responsible for ongoing portfolio maintenance, quarterly client portfolios updates, and education about current and future investment themes. Cord received a BBA in finance from Southern Methodist University and a Certificate in Financial and Estate Planning from the University of Dallas.

Cord is originally from Monterey, California but came to Dallas in 1991 to attend Southern Methodist University.   Cord and his wife Suzy reside in Dallas and have one son named Beck. Cord’s other interests include golf, SMU athletics, traveling, and spending time with his family.

Education:

BBA, Finance, Southern Methodist University

Assets Under Management:

$200 million

CRD Number:

2898996

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    Investing, IRAs
Is now a good time to start investing within an IRA?
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The best advice for retirement is to begin saving and investing as early as possible. 

July 2017