Profile
Mr. Shawn Adams, CFA, is an Investment Analyst at SFMG LLC.
He joined SFMG as an Investment Analyst in July of 2017.
Prior to SFMG, he led the financial operations for a health care start-up.
Mr. Adams earned a B.B.A.
in Finance from the McCombs School of Business at The University of Texas at Austin and an M.S.
in Finance from Washington University in St. Louis.
While at Washington University.
He is also a CFA charterholder.
Former positions of Shawn Adams
Companies | Position | End |
---|---|---|
SFMG LLC
SFMG LLC Investment ManagersFinance SFMG LLC is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Greg Morgan in 1992 and do-business-as SFMG Wealth Advisors. SFMG provides investment advisory services to individuals and their families, high net-worth individuals, pension plans, trust, estates or charitable organizations, and corporations and other business. | Analyst-Equity | 2020-06-30 |
Training of Shawn Adams
McCombs School of Business | Undergraduate Degree |
Washington University in St. Louis | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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SFMG LLC
SFMG LLC Investment ManagersFinance SFMG LLC is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Greg Morgan in 1992 and do-business-as SFMG Wealth Advisors. SFMG provides investment advisory services to individuals and their families, high net-worth individuals, pension plans, trust, estates or charitable organizations, and corporations and other business. | Finance |
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- Shawn Adams