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Bradford Adams
Vice-President & Investment Officer Manager, Wealth Management at NBT Bank
Bradford Adams, a seasoned investment expert with 29 years of experience, holds an MBA from University of Virginia Darden School of Business, and has worked at top institutions including NBT Bank and Eli Lilly and Company.
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Location
Syracuse, New York, United States, US
Skills
- Wealth Management
- Portfolio Management
- Asset Management
- Investments
- Asset Allocation
- Show all
Bio
Generated by
Topline AI
Bradford Adams is a seasoned investment expert with 29 years of experience in wealth management, portfolio management, and asset management. As Vice-President & Investment Officer Manager at NBT Bank, he develops and executes investment programs for clients, leveraging his expertise in investments, asset allocation, and financial advisory services. Adams holds an MBA from the University of Virginia Darden School of Business and a Bachelor of Arts from Williams College, with a strong foundation in finance, investments, and history.
Credentials
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AFIM
Cannon Financial InstituteJun, 2005- Apr, 2026
Experience
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NBT Bank
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Syracuse, New York
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Vice-President & Investment Officer Manager, Wealth Management
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Aug 1994 - Present
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Syracuse, New York
I develop, recommend, and direct execution of investment programs designed to achieve the objectives of client accounts. I act independently within established investment policy guidelines and work closely with advisors and clients in a fiduciary capacity communicating investment ideas and strategies. I am also responsible for new business development and compliance monitoring.
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Fleet Bank, NA
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Hartford, Connecticut Area
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Commercial Lending
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Jun 1991 - Aug 1994
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Hartford, Connecticut Area
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Financial Analyst
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Jun 1987 - Jun 1991
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BNY Mellon
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Greater New York City Area
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Assistant Treasurer
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Jun 1982 - Jun 1985
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Greater New York City Area
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Education
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1985 - 1987University of Virginia Darden School of Business
MBA, Finance, Investments -
1978 - 1982
Williams College
Bachelor of Arts - BA, History, English -
1973 - 1978
Memphis University School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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