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Gina M

CFA®, Series 63

South Orange, NJ

HB Wealth

Gina Martin Adams is a CFA® charterholder with 10 years of industry experience. She has worked at HB Wealth Management since 2025 and previously spent eight years at Bloomberg. Adams serves as Secretary on the Board of Directors for the CMT Association and is an advisory board member for the University of Florida’s Warrington College of Business. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth and investment management, financial planning, and outsourced chief investment officer services, using a combination of quantitative and qualitative due diligence across public and private investment strategies.

Private / alternative investments Real estate investing Retirement income strategy
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