Managing Director, Client Wealth Management
As one of the senior members of the Client Wealth Management team, Adam Moody advises high net worth and institutional investors on asset allocation and portfolio strategy. Based in Toronto, Adam is responsible for the firm’s client relationships in British Columbia and Manitoba, as well as the Greater Toronto Area. Adam is a member of the firm’s Operations Committee and is involved with a number of technology initiatives underway at the firm.
Adam has 14 years of experience in financial markets. Prior to joining Gluskin Sheff in 2009, Adam was an investment banker with Avington Financial in London, UK and prior thereto with BMO Nesbitt Burns in Toronto.
DESIGNATIONS & SPECIALTIES
- Chartered Investment Manager (CIM®)
- Registered Portfolio Manager
- Honours Business Administration, Ivey Business School, Western University (Distinction)
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