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JM

Jonathan McAdams

Chief Investment Officer at Foster Victor Wealth Advisors, LLC

SC , United States

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

OrganizationRoleDate RangeDetails
Foster Victor Wealth AdvisorsChief Investment OfficerOct 2024 to Present
Foster Victor Wealth AdvisorsInvestment ManagerJul 2021 to Oct 2024
WCM Global WealthSr. Portfolio ManagerSep 2015 to Jun 2021
Mission Capital Management, LLCPrincipal and Portfolio ManagerJun 2008 to Aug 2014
Alloy Capital Management, LLCManaging Director and Portfolio ManagerJun 2008 to Nov 2011
Jetstream CapitalSenior AnalystJun 2003 to Jan 2008
AIM InvestmentsEquity AnalystJun 2000 to May 2003
JPMorgan ChasePrivate Bank AnalystOct 1996 to Aug 1999
JPMorgan ChaseFinancial Services RepresentativeMay 1995 to Oct 1996
Merrill LynchFinancial ConsultantJun 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

Investments
Alternative Investments
Equity Research
Financial Services
Asset Allocation
Mutual Funds
Fixed Income
Investment Advisory
Hedge Funds
Marketing
Microsoft Office
Investment Strategies
Asset Managment
Portfolio Management
Derivatives
Equities
Financial Analysis
Valuation
Investment Management
Bloomberg
Financial Modeling
Finance
Wealth Management
Private Equity
Business Analysis

Others at Foster Victor Wealth Advisors, LLC (6)

NameRoleLocation
A
Andrew Duncan
Portfolio ManagerGreenville, SC , United States
Matthew Hart
Matthew Hart
Portfolio ManagerGreenville, SC , United States
Rob Victor
Rob Victor
PrincipalGreenville, SC , United States
Shawn Penland
Shawn Penland
Trading AnalystGreenville, SC , United States
Yuval Ezer
Yuval Ezer
Portfolio ManagerCharlotte, NC , United States
Paul Foster
Paul Foster
PrincipalGreenville, SC , United States

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