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John R

Series 65

Denver, CO

McAdam LLC

John Reid IV is a financial advisor at McAdam LLC in Denver, CO, holding a Series 65 designation with four years of industry experience. His diverse work history includes positions at Winter Park Ski Resort and the University of California Research Institute. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing fundamental analysis and incorporating specialized investment exposures to tailor portfolios according to client goals.

General retirement planning Private / alternative investments ESG / Sustainable investing
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Spencer H

Series 65

Denver, CO

McAdam LLC

Spencer Hall is a financial advisor with McAdam LLC in Denver, CO, holding a Series 65 credential and seven years of industry experience. He has been with McAdam since 2018 and previously worked in tech marketing and at the University of Maryland. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of financial planning, investment management, and retirement consulting services.

General retirement planning Private / alternative investments ESG / Sustainable investing
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