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Adam Mccauley

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Adam Mccauley

Vice President, Director, Investment Services | Public Trust Advisors, LLC

Cincinnati, Ohio, United States

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Adam Mccauley

Summary

Adam Mccauley is an accomplished professional with extensive experience in investment services and leadership roles within the financial sector. Currently serving as the Vice President and Director of Investment Services at Public Trust Advisors, he has a rich background that includes portfolio management and coaching. Adam's career spans various positions in notable institutions like Fifth Third Bank and Fidelity Investments, where he demonstrated a strong ability to exceed sales goals and manage significant assets. His passion for coaching extends beyond the corporate world, as he has also contributed to youth sports as a varsity football coach. Adam holds an MBA in Business Management and a Bachelor's in Business Marketing, showcasing his commitment to continuous learning and professional development. He is recognized for his strategic approach to investment and his dedication to community service, particularly in initiatives supporting families affected by cancer. Adam's diverse skill set and leadership experience position him as a valuable asset in any organization.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Adam Mccauley

Work Experience

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Vice President, Director, Investment Services at

Public Trust Advisors, LLC

September 2017 - Present

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Varsity Football Coach - Tight Ends at

Archbishop Moeller High School

March 2019 - March 2021

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Head Coach/Director of Character Development at

Madeira Community Youth Football Organization

January 2012 - August 2017

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Portfolio Manager at

Fifth Third Bank

February 2008 - August 2017

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Committee Member at

Helping Hands of Cincinnati

September 2011 - September 2016

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Trust Officer at

Fifth Third Bank

April 2006 - February 2008

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Financial Representitve at

Fidelity Investments

October 2005 - March 2006

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Business/Marketing Internship at

Seasongood Asset Management

January 2005 - March 2005

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Adam Mccauley

Education

Indiana Wesleyan University, M.B.A

January 2008 - January 2010

University of Louisville, Bachelors

January 2000 - January 2004

Frequently Asked Questions about Adam Mccauley

What is Adam Mccauley email address?

Adam Mccauley's primary email address is *************@publictrustadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Adam Mccauley work for?

Adam Mccauley is a Vice President, Director, Investment Services at Public Trust Advisors, LLC, a company specializing in Monetary Authorities-Central Bank.

Where Adam Mccauley graduated from?

Adam Mccauley holds a degree in Business Management from Indiana Wesleyan University.

How can I directly contact Adam Mccauley?

To contact Adam Mccauley directly, you can use the email address *************@publictrustadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Adam Mccauley?

Adam Mccauley is an accomplished professional with extensive experience in investment services and leadership roles within the financial sector. Currently serving as the Vice President and Director of Investment Services at Public Trust Advisors, he has a rich background that includes portfolio management and coaching. Adam's career spans various positions in notable institutions like Fifth Third Bank and Fidelity Investments, where he demonstrated a strong ability to exceed sales goals and manage significant assets. His passion for coaching extends beyond the corporate world, as he has also contributed to youth sports as a varsity football coach. Adam holds an MBA in Business Management and a Bachelor's in Business Marketing, showcasing his commitment to continuous learning and professional development. He is recognized for his strategic approach to investment and his dedication to community service, particularly in initiatives supporting families affected by cancer. Adam's diverse skill set and leadership experience position him as a valuable asset in any organization.

Adam`s contact details

mail

*************@publictrustadvisors.com

Colleagues

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Thomas Jordan

Chairman Emeritus

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Molly Wohl

Vice President Client Relations

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Sandra Fitzgerald

Chief Financial Officer

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Chris Debow

Private Investor

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Todd Alton Cfa

Chief Executive Officer

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Brian Sugrue

Chief Information Officer

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Jen Gosselin

Vice President Client Relations

Manuel

Vice President, Portfolio Manager

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