Adam R. Carpenter Wealth Strategist
Joined Northern Trust
2014
Education
- Bachelor of Business Administration in both finance and management from Abilene Christian University
Credentials
- Certified Private Wealth Advisor® (CPWA®)
Expertise
As a Wealth Strategist, Adam works with seasoned professionals to meet the planning and financial needs of successful families and institutions.
Experience
Prior to joining The Northern Trust Company in 2014, Adam worked as an analyst for a regional investment firm based in Dallas, Texas.
Community Involvement
Adam and his wife Courtney are active members at Houston’s First Baptist Church, focusing on missions and volunteering. Adam serves on the Finance Committee for Urban Harvest (a 501(c)3 nonprofit organization here in Houston).