You're signed outSign in or to get full access.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| AlphaCore Wealth Advisory | Senior Trader | May 2025 to Present | — |
| Callan Capital | Managing Director, Trading | Jan 2007 to Apr 2025 | Merged with AlphaCore Wealth |
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Skills & Expertise
Others at Alphacore Capital LLC (5)
| Name | Role | Location |
|---|---|---|
D Daniel Conners | Partner | San Diego, CA , United States |
| Senior Research Analyst | San Diego, CA , United States | |
| Partner | CA , United States | |
M Michael Iheme | Associate Portfolio Manager | TX , United States |
M Mike I. | Associate Portfolio Manager | TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |