Michael O. Adair, CFA, CPWA® , AIF®

Managing Director, Senior Investment Consultant

Mr. Adair joined City National Rochdale in 2012 and has over 19 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.

Michael 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. Michael also holds the CPWA® designation, completing the coursework through the Yale School of Management. The CPWA® focuses on advising families with greater than $5mm in assets.

Check the background of registered investment professionals on FINRA's BrokerCheck

Get to know us.

If you have a client with more than $1 million in investable assets and want to find out more about how our investment team could benefit them, talk to an investment consultant near you today.

If you’re a high-net-worth client who’s interested in adding an experienced investment manager to your financial team, learn more about working with us here