Brandon Adams, CFA, CAIA
Login to view DISC.Brandon 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
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Brandon cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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.