Adhesion Wealth Advisor Solutions, Inc. and Altria Investments, LLC are owned by Assetmark Financial Holdings, Inc. (NYSE, AMK), whose majority and controlling shareholder is Huatai Securities Co., Ltd., a financial services and securities brokerage firm incorporated in China and listed on the Shanghai and Hong Kong stock exchanges.
President and CEO
Barrett joined Adhesion Wealth in 2004 and is one of the original founders of Adhesion Wealth. As President of Adhesion Wealth, Barrett oversees the strategic direction and long-term growth plans for the organization. During his time at Adhesion Wealth, Barrett has overseen the firm’s Product, Relationship Management, Investment Consulting, Model Management, and Portfolio Management groups.
Prior to Adhesion Wealth, Barrett served as Senior Vice President of Product Management at Wachovia Securities and has held a number of senior-level strategic posts with Fidelity Investments and Broadridge.
Chief Technology Officer
As one of the original founders of Adhesion Wealth, Trey has been with the company from the beginning. Today, as Chief Information Officer, Trey oversees Adhesion Wealth's engineering, infrastructure, and product teams. In the early years, Trey was responsible for defining the original mission of the company as well as raising the capital to launch it.
Prior to Adhesion Wealth, Trey served as a technology consultant with EDS’ US Banking Division and a Systems Engineer with General Motors’ Plant Automation Division.
Senior Director, Business Development
Kevin has deep experience in managed accounts, investment outsourcing, and the independent advisory channel. As Senior Director of Business Development, he oversees our sales team and consults with firms to understand what they are trying to achieve and helps design their solution. Prior to Adhesion Wealth, Kevin held positions at Sungard, SEI, and New England Financial.
Kevin holds is B.S. in Business Management from West Chester University of Pennsylvania.
Director of Overlay Portfolio Management
As our Director of Overlay Portfolio Management, Jordan leads the strategic direction and implementation of Adhesion Wealth's Trading, Portfolio Management, Portfolio Operations, and Tax Management Teams. In addition, he oversees the execution of all investment-related activities with Adhesion Wealth.
Prior to Adhesion Wealth, Jordan spent over 15 years at LPL Financial, helping build and expand the firm's UMA and mutual fund/ETF wrap offering. Jordan holds an MBA and B.A. in Mathematics/Applied Science from the University of California, San Diego.
Manager, Systems Administrator
Jason joined Adhesion Wealth in 2012. As Manager of Adhesion Wealth’s Systems department, Jason oversees day to day IT operations. This includes maintaining the Adhesion Wealth platform as well as strategic and long-term planning for Adhesion Wealth's Systems. He is also responsible for keeping the department in line with the organizations growth and ensuring stability.
Prior to Adhesion Wealth, Jason served as a Project Manager and Systems Engineer at an IT Managed Services Provider for 5 years where he was responsible for designing and implementing solutions for small to medium business clients.
Director, Software Development
Robert joined Adhesion Wealth in 2006 and has been an integral part of overseeing the engineering of the Adhesion Wealth platform. As the Director of Development, he is responsible for developing and maintaining all of the various software applications that make up the Adhesion Wealth offering. His team of full-stack developers handle all aspects of the software development lifecycle, utilizing the latest tools and frameworks to provide robust applications for our clients.
Prior to Adhesion Wealth, from 1995 to 2001, Robert built and ultimately sold an engineering firm that developed custom enterprise software solutions. His clients were companies from a variety of industries including Retail, Banking, and Oil & Gas Exploration.
Senior Billing Analyst
Tammy joined Adhesion Wealth in 2006. As the Senior Billing Analyst, she oversees all billing operations and our advisor fee offerings. During her years at Adhesion Wealth, Tammy spent the majority as a QA Analyst. She continues to have a strong emphasis on performance measurement.
Prior to Adhesion Wealth, Tammy served as QA Analyst and Support for Schwab Performance Technologies, Inc and Infovisa, Inc. She is a CIPM® certificant.
CIPM is a registered trademark owned by CFA Institute.
Manager, Portfolio Operations
Kim joined Adhesion Wealth in 2018 and brought her years of experience in different facets of the wealth management field to the operations support group. As the Portfolio Operations Manager, she is responsible for defining and executing processes to support all trading and portfolio management functions. Her team of professionals provide daily middle-office services; from reconciliation to managing the myriad of changes essential to comprehensive portfolio management, her team sits at the core of Adhesion’s outsourcing solution.
Prior to Adhesion Wealth, Kim was a Portfolio Manager and Trader for six years at Dividend Assets Capital, an RIA firm based in Bluffton, South Carolina.