Barbara G. Adamson

Finance

Consumer Services

Profile

Ms. Barbara G.
Adamson is Wealth Manager at Wetherby Asset Management, Inc. Prior to joining Wetherby Asset Management in 2003, Ms. Adamson was a Senior Investment Advisor and financial planner at Boone Financial Advisors, Inc. (now called Mosaic) where she managed client portfolios and investment implementation in addition to financial planning for high net worth clients.
She has prior securities industry experience as an Investment Advisor through Bank of America Securities and Robert W.
Baird.
Before launching her investment career, she served as a corporate Vice President with Crocker National Bank (now Wells Fargo) for a number of years.
Ms. Adamson earned a BS from The Ohio State University, with an emphasis on Marketing.
To develop and maintain her planning expertise, she has been a Certified Financial Planner certificant since 1999 and earned the designation of Chartered Life Underwriter before that.
She is also a member of the Financial Planning Association of San Francisco (FPA).
Over a twenty year period she served first on the Board of The San Francisco Chamber Symphony and then The Ronald McDonald House of San Francisco.

Former positions of Barbara G. Adamson

Companies	Position	End
Mosaic Financial Partners, Inc. Mosaic Financial Partners, Inc. Investment ManagersFinance Mosaic Financial Partners, Inc. is a registered investment advisor located in San Francisco, California. The firm was founded in 1987 as Boone & Associates. In 2005, their name was changed to Mosaic Financial Partners. The firm provides investment management services to individuals, pension and profit sharing plans and charitable organizations.	Corporate Officer/Principal	31/12/2002
Robert W. Baird & Co., Inc. Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.	Corporate Officer/Principal	-
Wells Fargo Bank NA Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.	Corporate Officer/Principal	-
MERRILL LYNCH PREFERRED CAPITAL TRUST I	Corporate Officer/Principal	-

See the detail of Barbara G. Adamson's experience

Training of Barbara G. Adamson

The Ohio State University

Undergraduate Degree

Experiences
Positions held

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Listed companies

Private companies