Mr. Adair joined City National Rochdale in 2012 and has over 15 years of experience in the financial services industry. Located in Alabama, he is responsible for working closely with the firm’s high-net-worth clients, entertainers, and athletes through relationships with financial professionals, CPAs, and estate planning attorneys in the Southeast region (Alabama, Arkansas, Georgia, Louisiana, Mississippi, and Tennessee).
Mr. Adair was most recently employed with an investment management firm as Managing Director where he worked with the firm’s partner advisors and clients. Previously, he served as the Chief Executive Officer of Adair Asset Management, Inc. where his firm catered to high-net-worth clients. Mr. Adair’s firm was purchased by a nationally chartered bank, and he subsequently became the President of the acquiring bank’s wealth management subsidiary. In addition, he served on the bank’s asset-liability committee. Mr. Adair began his career in the industry as a financial advisor at UBS.
Mr. Adair earned his BS in Finance from the University of Alabama’s Culverhouse College of Commerce and Business Administration. He is an Accredited Investment Fiduciary. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA society of Alabama. Mr. Adair is married, has two young boys, and is very involved and passionate about his community. He is part of the 1st and 10 Club, a group of professionals that mentor University of Alabama football players and help them prepare for their post-athletic careers. Additionally, he volunteers locally at the SAFE family center and is a board member of a local school.
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