J. Adam Brennen

J. Adam Brennen

Senior Client Advisor

Biography
1801 Post Oak Boulevard
Suite 500
Houston, TX 77056
(713) 284-1710
Expertise
Adam is a Senior Client Advisor for The Northern Trust Company in Houston, Texas. As a Senior Client Advisor, Adam collaborates with wealthy individuals and their families in comprehensive wealth planning that includes "high touch" investment management, trust and asset servicing, and multi-generational advisory practices. His clients receive an unparalleled level of service along with a coordinated and multifaceted approach to the management of their wealth.
Experience
Prior to joining Northern Trust, Adam spent over 10 years working comprehensively with highly successful families in their wealth plans at Amegy Bank. He served as an advisor to provide guidance on topics that included tax strategies and planning, portfolio management, risk management and asset protection, charitable giving, estate planning and wealth transfer, family business planning, and business succession planning.
Community Involvement
Adam lectures consistently on financial topics at the University of Houston, The University of Texas Medical School, Baylor College of Medicine, and Abilene Christian University. Adam is a former trustee with the Cy-Fair Educational Foundation, President of the alumni advisory board with ACU, involved with organizations that work to provide financial literacy to underprivileged high schools in Houston, organizations focused on preventing and fighting human trafficking, and a leader with the West Houston Church of Christ.
Joined Northern Trust
2016
Education
  • Master of Business Administration, Texas Tech University.
  • Completed post graduate studies, University Of Chicago Booth School Of Business, Rice University, and Cannon Financial Institute.
  • Graduated Summa Cum Laude, Abilene Christian University with a degree in Finance where he was also a University Scholar.
Credentials
  • Holds a CERTIFIED FINANCIAL PLANNER™ designation
  • Holds a Certified Private Wealth Advisor® designation
  • Holds a Certified Wealth Strategist® designation