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

Hometown: Flossmoor, IL

Favorite Food: Italian

Favorite Movie: Point Break