LANCASTER, PA (September 17, 2018) – RKL Wealth Management LLC, a subsidiary of RKL LLP, is pleased to announce that Brandon K. Adams has earned the Chartered Financial Analyst (CFA®) designation.
The CFA® designation is a globally recognized standard for investment management professionals. To achieve this credential, Adams compiled years of hands-on professional experience in investment management and completed a rigorous graduate-level educational curriculum, which covered advanced investment, analysis, and real-world portfolio management skills and passed three levels of comprehensive examination.
As a Senior Portfolio Manager with RKL Wealth Management, Adams collaborates with advisors and clients to construct and manage global investment portfolios that help them meet their long-term financial objectives. He provides consolidated asset management to clients and delivers high-quality, tax-efficient investment strategies.
Adams holds a B.S. in Finance from the Pennsylvania State University. He resides in Mount Joy, Pennsylvania with his wife and children.
ABOUT RKL WEALTH MANAGEMENT
RKL Wealth Management LLC, a subsidiary of RKL LLP, is a nationally recognized, Pennsylvania-based wealth advisory firm offering a broad range of financial planning and investment management services aimed at helping individuals, families, business owners and institutions realize their unique goals. Learn more at rklwealth.com.