About Us / Investment Management Team

 

More than just a small step forward in financial advice – It’s Financially AdvancedTM

Kevin McAdam, MBA, CFA®

Kevin McAdam, MBA, CFA®

Kevin joined McAdam in 2012 as Director of Business Development. He currently works on the McAdam Investment Management team trading the Firm’s Strategic Diversification Services (SDS) program accounts and also works closely with the McAdam Investment Director implementing the portfolio design changes and enhancements.

Kevin’s most recent position before joining the firm was as a Sell-Side Equity Research Analyst covering the Aerospace & Defense sector for Macquarie Capital (USA). Previously, he spent 3 years working for a#1 ranked Institutional Investor equity research team at Citigroup covering Electrical Equipment – Multi-Industry (Conglomerates). At publicly traded asset manager Gabelli Asset Management Co. roles included corporate accountant and Sell-Side Automotive (sector) Analyst in the equity research department. At the outset of his career he held the position of Defined Benefit Business Analyst for Hewitt Associates. Kevin is a member of both the CFA Institute and the New York Society of Security Analysts(NYSSA).

LICENSES & QUALIFICATION
Chartered Financial Analyst (CFA®)

EDUCATION
Bachelor’s of Science in Business Administration Villanova University
MBA University of Connecticut

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Philadelphia1880 JFK Blvd.
Suite 1600
Philadelphia, PA 19103
215-399-9350
  •  Tysons Corner7918 Jones Branch Drive
Suite 100
Tysons Corner, VA 22102
703-677-9300
  •  Chicago141 W Jackson Blvd
Suite 1950
Chicago, IL 60604
312-509-4500
  •  Boston84 State Street
Suite 1040
Boston, MA 02109
857-263-7759
  

IMPORTANT DISCLOSURE INFORMATION

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 80 State Street, Albany, NY 12207.

Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.
Investments through PKS or RIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY