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Adam Bonner

Adam Bonner

Trading and Program Manager at Apollon Wealth Management, LLC

SC , United States

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

OrganizationRoleDate RangeDetails
Apollon Wealth Management, LLCTrading and Program ManagerMar 2024 to Present
Apollon Wealth Management, LLCTrading ManagerSep 2023 to Mar 2024
Apollon Wealth Management, LLCInvestment Services SpecialistOct 2021 to Sep 2023
South State Investment ServicesClient Services AssociateSep 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. ...
ThriventFinancial AssociateMay 2013 to Jun 2014
Grove Medical, Inc.Project Team MemberDec 2009 to Mar 2013

Education

Clemson University

Bachelor of Science (BS), Financial Management

2009 2012

Others at Apollon Wealth Management, LLC (9)

NameRoleLocation
Brian Pierce
Brian Pierce
PartnerCumming, GA , United States
Dan McCarthy
Dan McCarthy
Managing PartnerBraintree, MA , United States
David Pierce
David Pierce
Managing PartnerGainesville, GA , United States
David Ricchini
David Ricchini
Trading AssociateOmaha, NE , United States
Eric Sterner
Eric Sterner
Chief Investment OfficerBridgewater, NJ , United States
L
Lynne Holcomb
Research AnalystHartford, CT , United States
B
Bernhard Koepp
Senior Portfolio Manager, M.D.New York, NY , United States
Connor Nickles
Connor Nickles
Research AnalystSt. Augustine, FL , United States
Paul Defrances
Paul Defrances
Portfolio ManagerMount Pleasant, SC , United States

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