All team members
CFA

Adam Haller

A seasoned professional in risk management and capital markets, Adam specializes in fixed income portfolio management with experience at the Federal Reserve Bank of Richmond and large banks.

Adam Haller
Director of Investment Management
CFA

A seasoned professional in risk management and capital markets, Adam specializes in fixed income portfolio management with experience at the Federal Reserve Bank of Richmond and large banks.

Adam holds a Master's in International Business Studies from the University of South Carolina and dual Bachelor's degrees in Economics and Spanish from the College of Charleston.

He resides in Raleigh, North Carolina, with his wife, Rona, and their three daughters.

To talk through your situation with Adam, schedule a consultation.