Adam Carll, CFA

Portfolio Manager

Adam joined WST in 2019 as a Portfolio Manager responsible for investment research, account management and nurturing client relationships within the firm’s high-net worth and institutional lines of business. Prior to him joining the firm, he was a Senior Consulting Analyst for NEPC, where he serviced public pension funds, endowments and foundations with overall plan design — including investment policy development, asset allocation, manager selection and performance monitoring.

After receiving his bachelor’s degree in Finance from University of Alabama, Adam moved back to his hometown of Atlanta, GA before relocating to Hampton Roads in 2019. He has earned the Chartered Financial Analyst designation.

In his free time, Adam enjoys cycling, golfing, hunting and watching Alabama football.

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