Senior Vice President
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Adam Huke, CFP®, CMFC®, CIMA®, is a Senior Vice President at Cassaday & Company, Inc. and has been with the firm since 2003. Adam’s main objectives are to understand each of his clients’ financial goals, unravel the complexities of their wealth management issues, and create a unique and well-thought-out plan that helps meet their specific needs. By embracing a model of integrated wealth management, Adam is able to look at each of his clients’ financial situations in a truly comprehensive manner, focusing on all facets of wealth management, including investments, taxes, insurance, and estate planning. Adam also specializes in multigenerational counseling and cash flow generation.
Adam is a senior member of Cassaday & Company’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. Within the IPC, Adam is responsible for the management of the firm’s alternative investment holdings.
Adam initially served as the Director of Investment Management for the firm, where he developed the investment management and research division that currently implements the investment and trading decisions for client portfolios. He led the IPC and managed the firm’s trading capabilities as it relates to investments, taxes, and individual client portfolio issues. During his tenure in this position, assets under management grew from approximately $330 million to $1.2 billion.
Adam is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Mutual Fund Counselor (CMFC®), professional designations he attained through the College for Financial Planning. Adam also earned the Certified Investment Management Analyst (CIMA®) designation from The Wharton School of the University of Pennsylvania and the Investments & Wealth Institute, formerly IMCA (Investment Management Consultants Association).
Adam is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealer firms in the country, and holds the Series 7 and 66 securities registrations.
Adam is a graduate of North Yarmouth Academy in Yarmouth, ME and Hobart College in Geneva, NY. In his free time, Adam is an avid sports fan and enjoys traveling and playing chess. Adam currently lives in Arlington, Virginia with his wife, Lauren, daughter, Madeline, and son, Miles.
*Awards and Recognition disclosures can be found at http://www.cassaday.com/disclosures
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete initial and ongoing certification requirements.