Adam Wittan
Senior Vice President - Portfolio Manager at Regions Bank
- Role
- Senior Vice President - Portfolio Manager at Regions Bank
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Adam Wittan
As a Registered Investment Adviser, we provide client-focused advice with goal-based…
Experience
Senior Vice President - Portfolio Manager
Apr 2013 — Present · Atlanta, GA, US
Adam serves as a portfolio manager helping individual clients attain their personal investment objectives by directly managing personal and family trust assets. As part of the Atlanta-based Private Wealth Management team, Adam assists clients in defining investment objectives, evaluating current and potential investment managers, executing tactical asset allocation shifts, monitoring current economic and market trends, and tracking progress towards goals.2024 Chairman’s Club Award2022 Chairman’s Club Award2021 Chairman\'s Club Award2015 Chairman\'s Club Award2014 Chairman\'s Club Award2013 Chairman\'s Club Award
Education
Yale School of Management
Investment Management Theory & Practice
Emory University - Goizueta Business School
MBA, Finance
2009 — 2012
University of Virginia
BA, Economics
Skills
- Problem Solving
- Asset Management
- Capital Markets
- Valuation
- Analysis
- Wealth Management
- Investment Advisory
- New Business Development
- Investment Strategies
- Alternative Investments
- Fixed Income
- Portfolio Management
- Start-Ups
- Loans
- Asset Allocation
- Risk Management
- Customer Service
- Financial Modeling
- Customer Relations
- Relationship Management
- Due Diligence
- Equities
- Investments
- Financial Analysis
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