Mr. Adair joined the former Rochdale Investment Management (predecessor to City National Rochdale) in 2012 and has over 13 years of experience in the financial services industry. Located in Alabama, he is responsible for cultivating relationships with financial professionals and their clients in the Southeast Region including Alabama, Arkansas, Georgia, Louisiana, Mississippi, Tennessee, and the Florida Panhandle. Mr. Adair was most recently employed with a registered investment advisory firm as a Managing Director, and was responsible for marketing the firm’s Separately Managed Accounts and other products. Previously, he served as the Chief Executive Officer of Adair Asset Management, Inc. where his firm catered to both individual and institutional clients. Mr. Adair began his career in the industry as a financial advisor at UBS, where he was a participant in the firm’s “Best Minds” program and earned the designation of Retirement Plan Consultant in 2003.
Mr. Adair earned his BS in Finance from the University of Alabama’s Culverhouse College of Commerce and Business Administration. He is a Level II candidate for the Chartered Financial Analyst designation.