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About
Jonathan McAdams serves as Chief Investment Officer at Foster Victor Wealth Advisors in Greenville, South Carolina, where he oversees the firm’s investment strategy, asset allocation, and portfolio management activities. In this role, he leads the investment team in developing and implementing strategies tailored to high-net-worth clients, families, and professionals seeking customized wealth solutions.
McAdams specializes in multi-asset class portfolio construction, with a focus on equities, fixed income, and alternative assets—leveraging in-depth expertise to manage diversified portfolios. He brings a broad sector perspective, having previously managed portfolios with significant exposure to both domestic and global markets during his tenure as Senior Portfolio Manager at WCM Global Wealth.
With over two decades of investment experience, Jonathan has held senior roles including Investment Manager at Foster Victor Wealth Advisors and Sr. Portfolio Manager at WCM Global Wealth, where he designed and executed investment strategies for private clients and institutions. He holds an MBA in Investments from Rice University's Jesse H. Jones Graduate School of Management and a BBA in Finance from Texas A&M University, underscoring his foundational expertise in portfolio management and asset allocation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Foster Victor Wealth Advisors | Chief Investment Officer | Oct 2024 to Present | — |
| Foster Victor Wealth Advisors | Investment Manager | Jul 2021 to Oct 2024 | — |
| WCM Global Wealth | Sr. Portfolio Manager | Sep 2015 to Jun 2021 | — |
| Mission Capital Management, LLC | Principal and Portfolio Manager | Jun 2008 to Aug 2014 | — |
| Alloy Capital Management, LLC | Managing Director and Portfolio Manager | Jun 2008 to Nov 2011 | — |
| Jetstream Capital | Senior Analyst | Jun 2003 to Jan 2008 | — |
| AIM Investments | Equity Analyst | Jun 2000 to May 2003 | — |
| JPMorgan Chase | Private Bank Analyst | Oct 1996 to Aug 1999 | — |
| JPMorgan Chase | Financial Services Representative | May 1995 to Oct 1996 | — |
| Merrill Lynch | Financial Consultant | Jun 1994 to Apr 1995 | — |
Education
Rice University - Jesse H. Jones Graduate School of Management
MBA, Investments
1999 — 2001
Texas A&M University
BBA, Finance
1990 — 1994
Skills & Expertise
Others at Foster Victor Wealth Advisors, LLC (6)
| Name | Role | Location |
|---|---|---|
A Andrew Duncan | Portfolio Manager | Greenville, SC , United States |
| Portfolio Manager | Greenville, SC , United States | |
| Principal | Greenville, SC , United States | |
| Trading Analyst | Greenville, SC , United States | |
| Portfolio Manager | Charlotte, NC , United States | |
| Principal | Greenville, SC , United States |
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| President and Chief Investment Officer | CCM Investment Advisers LLC | Houston, TX , United States | |
| Investment Associate | Anchor Investment Management, LLC | Columbia, SC , United States | |
W Walker Williams | Senior Portfolio Manager | Anchor Investment Management, LLC | Columbia, SC , United States |
| Trading and Program Manager | Apollon Wealth Management, LLC | SC , United States | |
| Partner | Apollon Wealth Management, LLC | Cumming, GA , United States |