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About
Adam Bonner is the Trading and Program Manager at Apollon Wealth Management, LLC, based in Mount Pleasant, South Carolina. In this role, he oversees trading operations and program management, supporting the firm’s comprehensive financial planning and investment management activities for a diverse clientele. His responsibilities include coordinating complex trades, optimizing execution efficiency, and managing proprietary investment programs.
Throughout his career at Apollon Wealth Management, Adam has progressed from Investment Services Specialist to Trading Manager, and now Trading and Program Manager, demonstrating deep expertise in operational trading, client service, and program administration. He primarily focuses on equities, fixed income securities, and multi-asset investment strategies, facilitating solutions for both individual and institutional investors within the wealth management sector.
Adam holds a Bachelor of Science in Financial Management from Clemson University, equipping him with a strong foundation in portfolio analysis, financial modeling, and risk assessment. With over 13 years of experience in the financial advisory and investment management field, he is known for his commitment to leveraging continuing education and technology enhancements to advance client outcomes and operational excellence.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Apollon Wealth Management, LLC | Trading and Program Manager | Mar 2024 to Present | — |
| Apollon Wealth Management, LLC | Trading Manager | Sep 2023 to Mar 2024 | — |
| Apollon Wealth Management, LLC | Investment Services Specialist | Oct 2021 to Sep 2023 | — |
| South State Investment Services | Client Services Associate | Sep 2014 to Oct 2021 | Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above. ... |
| Thrivent | Financial Associate | May 2013 to Jun 2014 | — |
| Grove Medical, Inc. | Project Team Member | Dec 2009 to Mar 2013 | — |
Education
Clemson University
Bachelor of Science (BS), Financial Management
2009 — 2012
Others at Apollon Wealth Management, LLC (9)
| Name | Role | Location |
|---|---|---|
| Partner | Cumming, GA , United States | |
| Managing Partner | Braintree, MA , United States | |
| Managing Partner | Gainesville, GA , United States | |
| Trading Associate | Omaha, NE , United States | |
| Chief Investment Officer | Bridgewater, NJ , United States | |
L Lynne Holcomb | Research Analyst | Hartford, CT , United States |
B Bernhard Koepp | Senior Portfolio Manager, M.D. | New York, NY , United States |
| Research Analyst | St. Augustine, FL , United States | |
| Portfolio Manager | Mount Pleasant, SC , United States |
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