Adam Worrall, CAIA in

Adam Worrall, CAIA

Login to view DISC.
Director, Investment Analytics at SCS Financial
📍 Quincy, Massachusetts, United States

Adam is the Director, Investment Analytics at SCS Financial, specializing in alternative investments. A graduate of Bates College with a B.A. in Economics, he holds the CAIA Charter. He leverages over 15 years of experience to bring clarity and structure to complex investment decisions for clients.

Outside of work, Adam is an avid golfer and a student of history who enjoys traveling to experience different cultures and cuisines. He is a strong family man, publicly supporting his twin brother, and is passionate about philanthropy, particularly causes related to spinal cord injury research.

He was the captain of his college baseball team at Bates College.

Read the full overview →
Experience
17 Years
Current Role
Director, Investment Analytics
Job Level
Mid-senior
Location
Quincy, Massachusetts, United States
Personality Overview

How Adam shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Adam cares about

Alternative Investments
As a CAIA Charterholder and Director at SCS Financial, his work focuses on private investment deals, fundraising, and performance reporting for alternative funds.
Investment Analytics
His career spans over 15 years in portfolio and investment operations, focusing on analytics to support long-term, data-driven decision-making for clients.
+6 more topics Login to view topics
Career

Work history

12-2023
Director, Investment Analytics
SCS Financial
7-2021 - 12-2023
VP, Investment Analytics
SCS Financial
9-2017 - 7-2021
Senior Operations Analyst
HighVista Strategies
12-2012 - 9-2017
Portfolio Operations Analyst
Grantham, Mayo, Van Otterloo & Co. LLC
2-2012 - 4-2012
Project Manager/Subject Matter Expert, Alternative Investment Solutions (AIS)
State Street
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
BA
Bates College
Education details unavailable
Duxbury High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other SCS Financial Employees

Explore more public profiles from related professionals.

Nicole Bousquet
Nicole Bousquet
Vice President, Marketing
SCS Financial

More profiles

Discover additional public profiles from our index.

RD
Raymond Deloach
Deputy CEO
Lincoln investment group
 Shae Maier
Shae Maier
Assistant Director of Development, Kellogg Eye Center
Michigan Medicine
JW
Jeff Walker
Sr. Dir. of Business Development
University of Michigan Health System
 Astin Thomas, DBA, MBA, M.Eng, CISM, CISSP
Astin Thomas, DBA, MBA, M.Eng, CISM, CISSP
Certified Director Member
NACD (National Association of Corporate Directors)
Unlock the full playbookSee exactly how to sell to Adam. Free, 10 seconds.