Marketing, Investor Relations & Administration

Adam Kennedy

Director, Business Development – Wealth Management Solutions

Phone: (415) 523-2521

Email: akennedy@monroecap.com

Office Location: Los Angeles

Joined the team: 2021

Education

• Northwestern University, B.A. in Economics
• Certified Investment Management Analyst (CIMA) Certification

Experience

• DWS, Regional Vice President
• Invesco, Regional Vice President
• BlackRock, Associate Business Development Officer

Organizations

• Investments & Wealth Institute
• CalALTs