Jason Adams, CFA
Jason Adams is an experienced portfolio manager and holds the Chartered Financial Analyst (CFA) designation. He manages investment portfolios for high-net-worth individuals, non-profits, trusts and foundations.
Before joining Luma Wealth, Jason was a senior portfolio strategist for Key Private Bank, where he served on the core equity, equity income and portfolio strategy committees. Prior to this role, he was an equity research analyst and covered a wide range of equity securities from multiple industries and sectors.
Jason currently serves on the board and is a member of the finance committee for the Centers for Dialysis Care, a nonprofit provider of dialysis treatment, education, support and training in Northeast Ohio. In addition, he holds the role of treasurer for the Leonard C. Rosenberg Foundation, a charitable organization that funds dialysis research.
Jason earned his bachelor’s degree in finance from Kent State University.
He resides in Cleveland and is an avid Cleveland sports fan.