Brandon Adams, CFA, CAIA
Evaluator · DISC type ScdBrandon Adams is the Partner and Chief Investment Officer at RKL Wealth Management, where he leads the investment team. He specializes in creating custom investment solutions, risk management, and alternative investment allocations. He holds both the CFA and CAIA charters and is a graduate of Penn State University.
Away from the office, Brandon lives in Elizabethtown with his wife and four children. He is active in his community, serving on the Finance Committee for the Water Street Mission, and enjoys sharing his love for golf with his son.
His passion for investing was sparked in the ninth grade when his grandmother introduced him to his first mutual fund.
Read the full overview →How Brandon shows up
They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical
Topics Brandon cares about
Work history
Media appearances
DISC profile (public)
Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
Other RKL LLP Employees
Explore more public profiles from related professionals.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.