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Ownership

Adhesion Wealth Advisor Solutions, Inc. is 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.

About Our Story 1570x944

Our Story

Originally founded in 1999, Adhesion Wealth has been a pioneer and industry leader in the creation of integrated, single-source managed account solutions, customized to meet your business needs with outsourced back- and middle-office operations support. Our highly intuitive tools help advisors easily provide SMA and UMA portfolios, bringing increased scale and flexible wealth management solutions to the forefront of your practice to help you provide better outcomes.

Headquartered in Charlotte, NC, Adhesion Wealth is a wholly-owned subsidiary of AssetMark Financial Holdings, Inc.. Our sole focus is enabling wealth advisory firms to scalably grow and maintain focus on client satisfaction.

About The Adhesion Difference 1570x944

The Adhesion Wealth Difference

Unlike most of our competitors, we have built a full suite of services around a scalable, customizable platform that allows our clients to maintain their own unique approach and brand identity, as well as control of the client relationship. Adhesion Wealth’s proprietary technology offers flexibility as we help improve advisor efficiencies, facilitate communications, and put client relationships front and center. We can help you tackle complex operational challenges from a single platform, with truly white-glove service. We pride ourselves on seamless implementation, with our ultimate goal being to form a true partnership with each advisor as we help them tailor our solution to best suit their clients and their business challenges.

Executive Team

Management Team

Barrett Ayers

Barrett Ayers

President and CEO

Barrett Ayers is the President and CEO of Adhesion Wealth as well as one of its original founders. He has dedicated his career to advancing and promoting the fee-based advisory business by helping independent advisors deliver conflict-free investment advice to the investment public. Adhesion Wealth allows advisors to focus on client relationships and build their practice by offering a robust outsourced managed account solution.

Barrett has unparalleled insight into the inner workings of model-based and managed account platforms and is an innovator and thought leader in the industry. He is a frequent speaker, presenter, and author on topics ranging from the state of the advisory market, outsourcing investment management, advisory best practices, leveraging behavioral finance in investment management, and custom index design for taxable client portfolios.

Prior to Adhesion Wealth, Barrett served as Senior Vice President of Product Management at Wachovia Securities and held several senior-level strategic posts with Fidelity Investments and Broadridge.

Trey Reinhard

Trey Reinhard

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.

Kay Marie Zaccardi

Kay Marie Zaccardi

Chief Administrative Officer

Kay Marie joined Adhesion Wealth in 2019. As Chief Administrative Officer, she is responsible for organizing and implementing companywide strategy, initiatives, employee engagement, and executive budgeting. Kay Marie has over 20 years experience building high-performance teams.

Her passion for giving back to the Charlotte area and notable national charities has resulted in bringing over $200,000 of coordinated donations and specialized events to organizations such as Ace and TJ's Grin Kids, Beds for Kids, Boys and Girls Club, Cam Newton Foundation, Cindy's Hope Chest, JDRF, and Pro-Am Jam.

Jordan Darr

Jordan Darr

Head of Operations

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.

Pat Slater

Pat Slater

Head of Transition Services

Pat is the head of Transition Services, providing transition support to RIA’s who have chosen Adhesion as their outsourced managed account solution. In addition, he oversees the transition pipeline, striving to provide a stress-free transition for advisors going independent.

Pat brings over 15 years of leadership experience in various financial services firms. Before Adhesion, Pat held positions at TradeKing, Ally Invest, and Robinhood. He is a veteran of the US Navy.

Pat is married with one son. He and his wife love going to Panthers games or any sports event—and Charlotte is full of fun sporting events.

Tom Simutis

Tom Simutis

Senior Director, Head of Investment Programs

Tom leads Adhesion Wealth’s efforts to provide investment solutions to financial advisors. He oversees the development and delivery of investment products and manages partnership engagements with third party asset managers. Tom’s oversite includes the Adhesion Unified Managed Account platform investment programs such as fixed income, fund strategies, and direct indexing.

Tom brings over 20 years of financial services experience. He has held leadership positions at Envestnet, where he led strategic partnerships and Morningstar Investment Management where he led enterprise and institutional account management. He holds a Bachelor of Philosophy degree in history from Northwestern University.

Tom is married with five children. He and his wife enjoy time with family and friends, good conversation, and a good dog.

Mark Scanlan

Mark Scanlan

Head of Sales

Mark, as Head of Sales, oversees our sales team and consults with firms to understand what they are trying to achieve and helps design their solution. Mark delivers Adhesion’s advisor solutions to firms looking to grow, scale and differentiate themselves from their competition.

Mark has over 23 years of experience partnering with financial advisors and business owners, focusing on growing their revenues and improving their practices. Areas of expertise include investment outsourcing, Unified Managed Accounts and business consulting within the independent advisory channel. Prior to Adhesion Wealth, Mark held positions at SEI and EQIS Capital Management.

Mark holds is B.S. in Accounting from West Chester University of Pennsylvania. He is an avid Philly sports fan. Mark coaches baseball and basketball for his kids – three teenage boys and a daughter.

Kim Elkins

Kim Elkins

Head of Client Services

Kim is the Head of Client Services for Adhesion Wealth. She has over 20 years of experience in the Financial Services industry and brings expertise in building and leading high performing operating teams to enhance the advisor experience and improve operating workflow.

Kim has a business degree in Organizational Leadership and Commerce from University of Arizona. She holds her Series 6 and 26 securities licenses and is Six Sigma Green Belt certified.

Kim loves to travel to new destinations where she can Scuba Dive and explore the incredible marine life.

Scott Fewin

Scott Fewin

Head of Relationship Management

Scott Fewin, Head of Relationship Management is responsible for developing and strengthening client relationships. Scott collaborates with clients and partners to understand each client’s investment goals and financial objectives. He has 30 years of financial services experience in business development and relationship management. Over his career, he has led successful domestic and international business development teams at companies such as Merrill Lynch, LPL Financial and TD Ameritrade.

Scott is a graduate of the US Military Academy at West Point and served as an Officer in the United States Army. He is married with two adult children and makes Charlotte his home. Scott enjoys supporting the local sport teams in Charlotte.

Jason Burgin

Jason Burgin

Director, Systems Administration

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.

Lisa Faler

Lisa Faler

Director, Overlay Portfolio Management

Lisa joined Adhesion Wealth in 2006. As the Manager of Overlay Portfolio Management, she oversees the daily execution of all investment-related tasks by Adhesion Wealth's Portfolio Management Team. Lisa has been involved in Adhesion's Overlay Portfolio Management (OPM) program since its inception and has been a key contributor to its rapid success. Under Lisa's leadership, the OPM program has grown and developed an array of very talented and experienced Portfolio Managers and Traders that are also direct contributors to the company's success.

Prior to Adhesion Wealth, Lisa served as Operations Manager for six years at Howe and Rusling, an RIA firm based out of Rochester, New York.

Robert Melancon

Robert Melancon

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.

Kimberly Olsson

Kimberly Olsson

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.

Tammy Vernon

Tammy Vernon

Director of Finance Operations

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.

Christopher Waters

Christopher Waters

Director, Head of Manager Relations

Christopher brings over 20 years of investment management experience to Adhesion Wealth. His experience has been dedicated to relationship management, product development, product management and distribution with asset managers across various investment vehicles. At Adhesion, Christopher is responsible for identifying, developing, and maintaining strategic relationships with asset managers that deliver SMA, UMA, ETF and Alternative strategies through the Adhesion platform.

Prior to Adhesion Wealth, Christopher was Global Head of Fund Manager Relations with Aliier Global where he was responsible for deployment and placement of offshore funds through the Aliier Global platform. Additionally, Christopher spent several years at Envestnet Asset Management overseeing asset manager relationships and deployment of Sub Advised Funds, he also held strategic relationship manager positions at Bear, Stearns, and First Chicago Investment Services.

Michelle Wisniewski

Michelle Wisniewski

Sr. Training Analyst

Michelle joined Adhesion in 2019 with 25 years of financial service experience and manages the firm's onboarding, training, and custodian partnerships. She oversees the onboarding process to ensure an advisor's successful transition to Adhesion. In addition, Michelle coordinates all the firm and advisor training and actively maintains Adhesion's learning management system.

Prior to Adhesion, Michelle was part of the Mass Mutual product team as the senior lead trainer for their outsourced managed platform. She also worked for independent RIA firms and as a financial specialist for a major bank. Michelle holds her BLS in Organizational Communication and Management from Wingate University.

Michelle enjoys volunteering with her husband and children at the local charity, TreesCharlotte.

Scott Lewis CFP®

Scott Lewis CFP®

Manager of Client Services

Scott Lewis, the manager of Client Services for Adhesion Wealth, is responsible for leading the service team in delivering timely, exceptional, and efficient service to our clients. He has over 20 years of financial services experience as a financial advisor and working in client services. The last 12 years, Scott has worked at AssetMark in their Advisor Services department and most recently, assisting in leading a team of Relationship Managers.

Scott holds a B.S. in Marketing from Azusa Pacific University and is also a CERTIFIED FINANCIAL PLANNER™. In his spare time, you will catch him cooking in the kitchen, following his favorite sports teams, or enjoying the California wine country with his wife.

For financial professional use only.


Important Information

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. UMAs are not suitable for all investors and should be evaluated for suitability by financial professionals prior to investing.

For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure. Please read it carefully before investing. For a copy, please contact Adhesion Wealth Advisor Solutions (“Adhesion Wealth”).

Adhesion Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion Wealth and third-party providers are separate and unaffiliated companies. Each party is responsible for their own content and services.

Adhesion Wealth is an affiliate of AssetMark, Inc., an investment adviser registered with the SEC.

©2024 Adhesion Wealth Advisor Solutions. All rights reserved. © 2024 Adhesion Wealth Advisor Solutions, Inc. All rights reserved.

C24-20942 | 02/2024 | EXP 2-28-2026