James Richard Adams
Chief Executive Officer at Sound Investment Strategies, Inc.
Profile
James Richard Adams is the founder and currently serves as the Chief Executive Officer of Sound Investment Strategies, Inc. which is founded in 2006.
Prior to founding Sound Investment Strategies, Inc., he holds the position of Chairman & Chief Executive Officer at Guardian Capital, Inc. (US) from 1992 to 2007.
Before that, he was a Principal at Oppenheimer Asset Management, Inc. from 1969 to 1992 and at Peoples National Corp.
from 1969 to 1992.
James Richard Adams active positions
| Companies | Position | Start |
|---|---|---|
Sound Investment Strategies, Inc.
 Sound Investment Strategies, Inc. Investment ManagersFinance Sound Investment Strategies, Inc. provides investment advisory services. The company was founded by James R. Adams, Jedediah J. Sires and Stephen Guss in 2006 and is headquartered in Bothell, WA. | Chief Executive Officer | 01/01/2006 |
Former positions of James Richard Adams
| Companies | Position | End |
|---|---|---|
Guardian Capital, Inc. (US)
 Guardian Capital, Inc. (US) Investment ManagersFinance Guardian Capital, Inc. (GCI) is a registered investment advisor located in Everett, Washington. | Chairman | 01/01/2007 |
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Corporate Officer/Principal | 20/02/1992 |
Peoples National Corp.
 Peoples National Corp. Major BanksFinance Peoples National Corp. is a national commercial bank. The company is based in West Liberty, IA. Peoples National was acquired by C-B-G, Inc. on March 29, 1999. | Corporate Officer/Principal | 20/02/1992 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Finance |
Guardian Capital, Inc. (US)
Guardian Capital, Inc. (US) Investment ManagersFinance Guardian Capital, Inc. (GCI) is a registered investment advisor located in Everett, Washington. | Finance |
Peoples National Corp.
Peoples National Corp. Major BanksFinance Peoples National Corp. is a national commercial bank. The company is based in West Liberty, IA. Peoples National was acquired by C-B-G, Inc. on March 29, 1999. | Finance |
Sound Investment Strategies, Inc.
Sound Investment Strategies, Inc. Investment ManagersFinance Sound Investment Strategies, Inc. provides investment advisory services. The company was founded by James R. Adams, Jedediah J. Sires and Stephen Guss in 2006 and is headquartered in Bothell, WA. | Finance |
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