Larry Adam joined Raymond James in 2018 as the chief investment officer for the Private Client Group. Prior to joining Raymond James, Larry, as a managing director, held the dual roles of CIO of the Americas and global chief investment strategist for Deutsche Bank Private Wealth Management. He sat on the U.S. investment committee, the management team responsible for investment strategy and asset allocation for U.S. discretionary client portfolios. He was also a member of Deutsche Bank’s global investment committee that formalized and established the global house view. Prior to being named Deutsche Bank’s global chief investment strategist, Larry was the head of the asset allocation and quantitative analysis group, responsible for analyzing and implementing client-specific asset allocation strategies. He joined Deutsche Bank Alex. Brown in 1992.
Larry received a B.B.A. with a concentration in finance from Loyola University Maryland in 1991 and received a master’s degree in business with a concentration in finance from Loyola University Maryland in 1993. He received the Chartered Financial Analyst® designation in 1996, Certified Investment Management Analyst® designation in 2001 and CERTIFIED FINANCIAL PLANNER™ certification in 2004. Larry has been featured prominently on CNBC and Bloomberg and is frequently quoted in well-known publications such as the Wall Street Journal, Barron’s and the International Herald Tribune.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.