John S. Adams, CFP, CIMA
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John S. Adams, CFP, CIMA

Senior Vice President–Wealth Management

John S. Adams, CFP is a Certified Investment Management Analyst (CIMA). He leads The Arbor Group, a team at UBS Financial Services that specializes in providing fee-based, multi strategy asset management to Foundations, Endowments and high net worth families. The Arbor Group Portfolio Management Team is directed under the UBS Portfolio Management Program (PMP) and provides socially and environmentally screened, global investment portfolios for clients. The Arbor Group Institutional Consulting Services provides multi-manager investment consulting worldwide for conservation endowments.
 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • MN
  • MO
  • MT
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

John S. Adams, CFP, CIMA

Education

  • Masters in Management, The American College
  • Masters in Financial Services, The American College
  • Bachelors in Fine Arts, The Evergreen State College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®

John S. Adams, CFP, CIMA

925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

John S. Adams, CFP, CIMA

Senior Vice President–Wealth Management

John S. Adams, CFP is a Certified Investment Management Analyst (CIMA). He leads The Arbor Group, a team at UBS Financial Services that specializes in providing fee-based, multi strategy asset management to Foundations, Endowments and high net worth families. The Arbor Group Portfolio Management Team is directed under the UBS Portfolio Management Program (PMP) and provides socially and environmentally screened, global investment portfolios for clients. The Arbor Group Institutional Consulting Services provides multi-manager investment consulting worldwide for conservation endowments.
 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • MN
  • MO
  • MT
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • Masters in Management, The American College
  • Masters in Financial Services, The American College
  • Bachelors in Fine Arts, The Evergreen State College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 628-8554

Email Me

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