John S. Adams

Experience

1. Senior Vice President - Investments, Senior Portfolio Manager

   瑞銀環球資產管理

   Jun 2007 — Present · Seattle, WA, US

   With 32 years experience in the Investment Industry, John has been a Senior Portfolio Manager and leader of the Arbor Group Team since moving to UBS in 2007 from Smith Barney, where he also served as a Senior Portfolio Manager. His is experienced in management of Separately Managed Accounts (SMA)s including all phases of security selection and asset management. John oversees the fixed income team, which invests in taxable and tax-exempt bonds. The Arbor Group team also manages Multi-discipline accounts for Foundations, Endowments and Charitable Trusts.For over 20 years John has been managing portfolios on a fee-only basis, incorporating Environmental, Social and Governance (ESG) screens into the investment process. Arbor Group portfolio strategies are fossil fuel free, gaining energy sector exposure with renewable energy, efficiency and transmission companies. Portfolios are screened across all industry categories for carbon emissions, and invest on a best-in-class basis in low carbon companies. John has been a frequent speaker at industry conferences, including two presentations for the World Bank in 2014 regarding sustainable investing, and is involved as a member of the UBS Portfolio Manager Counsel.

Education

• The Evergreen State College

  Bachelor of Arts (B.A.), Classical Music, Business Administration

  1978 — 1982

• The American College

  Masters in Management and Masters in Financial Services, Management

  1998 — 2002

Skills

• Entrepreneurship
• Strategic Financial Planning
• Capital Markets
• Change Management
• Fixed Income
• Process Improvement
• Finance
• Management
• Board of Directors
• Business Strategy
• Financial Analysis
• Project Management
• Leadership
• Financial Advisory
• Investment Advisory