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David Adams

Senior Trader at Alphacore Capital LLC

San Diego, CA , United States

About

David Adams is a Senior Trader at AlphaCore Wealth Advisory in San Diego, California, where he oversees trading operations and portfolio management for the firm's diverse client base. In this role, he is responsible for executing trades across multiple asset classes, monitoring market trends, and implementing investment strategies to optimize client portfolios. His expertise spans global equities, fixed income, and alternative investments, reflecting AlphaCore's multidisciplinary investment platform.

Prior to joining AlphaCore Wealth Advisory in May 2025, David served as Managing Director, Trading at Callan Capital for over 18 years. In that capacity, he developed extensive experience designing and executing portfolio strategies for high-net-worth individuals and institutional clients, with a focus on risk management and cross-asset allocation. His career highlights include building trading infrastructure and delivering consistent results through varying market cycles.

David holds a Bachelor of Arts in Economics from the University of California, San Diego, which underpins his analytical approach to market analysis and investment management. He is recognized for his operational leadership in trade execution, market intelligence, and his deep knowledge of equity, fixed income, and alternative investment sectors. David’s contributions have strengthened team capabilities and advanced best practices in the Southern California wealth advisory landscape.

Career History

OrganizationRoleDate RangeDetails
AlphaCore Wealth AdvisorySenior TraderMay 2025 to Present
Callan CapitalManaging Director, TradingJan 2007 to Apr 2025
Merged with AlphaCore Wealth

Education

University of California, San Diego

Bachelor of Arts (B.A.), Economics

Skills & Expertise

Financial Modeling
Valuation
SAS
Accredited Training
Investment Banking
Competitive Intelligence
PowerPoint
Public Speaking

Others at Alphacore Capital LLC (5)

NameRoleLocation
D
Daniel Conners
PartnerSan Diego, CA , United States
Madeline Hume
Madeline Hume
Senior Research AnalystSan Diego, CA , United States
Ryan Callan
Ryan Callan
PartnerCA , United States
M
Michael Iheme
Associate Portfolio ManagerTX , United States
M
Mike I.
Associate Portfolio ManagerTX , United States

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