CoverProfile

Adam Shealy

Director and Fixed Income Analyst

Homrich Berg

United States, Georgia, Atlanta

About Me

Adam joined Homrich Berg in June 2015 and is currently a Director 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. Adam earned his MBA in Global Business from Georgia Tech and is a member of the CFA Institute. Prior to joining HB, he worked as a Platinum Executive Services Specialist with E*Trade Securities. Adam lives in East Cobb with his wife Christine, two kids Graham and Sutton, and he enjoys golf and powerlifting in his spare time.

Profile Information

Director and Fixed Income Analyst

Homrich Berg

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Atlanta

Georgia

United States

Jan 12, 2025

More profiles to browse

AF
Adam Fuller
Principal
Profile Photo
Frank Waterson III
Senior Wealth Advisor, Shareholder
PC
Philip Clinkscales
Director
Profile Photo
Ross Bramwell
Principal

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation