Joe Adams

President & Chief Executive Officer at RSM US Wealth Management LLC

Joe Adams

Joe Adams

President & Chief Executive Officer at RSM US Wealth Management LLC

Biography

Joseph M. Adams holds the position of CEO, Director & Managing Partner at RSM US LLP and Managing Partner & Chief Executive Officer at RSM US Wealth Management LLC (a subsidiary of RSM US LLP). In the past he was Chief Executive Officer of RSM McGladrey, Inc. He received an MBA and an undergraduate degree from DePaul University.

Overview
Career Highlights

RSM US Wealth Management LLC
RSM US LLP
RSM McGladrey, Inc.

RelSci Relationships

3635

Number of Boards

3

Number of Awards

4

Contact Data
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Relationships
RelSci Relationships are individuals Joe Adams likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Financial Officer at RSM US LLP

Relationship likelihood: Strong

Partner at RSM US LLP

Relationship likelihood: Strong

Chief Risk Officer at RSM US LLP

Relationship likelihood: Strong

Chief Strategy & Innovation Officer at RSM US LLP

Relationship likelihood: Strong

Chief Operating Officer at RSM US LLP

Relationship likelihood: Strong

Office Managing Partner, Baltimore at RSM US LLP

Relationship likelihood: Strong

Office Managing Partner, Kansas City at RSM US LLP

Relationship likelihood: Strong

Partner at RSM US LLP

Relationship likelihood: Strong

Office Managing Partner, Los Angeles at RSM US LLP

Relationship likelihood: Strong

Office Managing Partner, Minneapolis at RSM US LLP

Relationship likelihood: Strong

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Joe Adams
President & Chief Executive Officer at RSM US Wealth Management LLC
Education
B.S. in Accounting
Class of 1979

DePaul, in common with all universities, is dedicated to teaching, research, and public service. However, in pursuing its own distinctive purposes, among these three fundamental responsibilities this university places highest priority on programs of instruction and learning. All curricula emphasize skills and attitudes that educate students to be lifelong, independent learners. DePaul provides sufficient diversity in curricular offerings, personal advisement, student services, and extracurricular activities to serve students who vary in age, ability, experience, and career interests. Full-time and part-time students are accorded equivalent service and are held to the same academic standards.

M.B.A. in Operations Management

Charles H. Kellstadt Graduate School of Business is part of the DePaul University Driehaus College of Business, a business school located in the Chicago Loop, Illinois, USA. The Driehaus College of Business (called the College of Commerce until 2012) was founded in 1912 and is one of the ten oldest and most respected business schools in the U.S. The school is accredited by the Association to Advance Collegiate Schools of Business-International. In the fall of 2012, Kellstadt enrolled 2,107 students.

Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member
Current

Illinois Certified Public Accountants Society is a private company headquartered in Chicago, IL. The firm operates professional association of certified public accountants. Todd Shapiro has been the CEO since 1998.

Member
Current

CEO Action For Diversity & Inclusion is the CEO-driven business commitment to advance diversity and inclusion within the workplace. The company is headquartered in Chicago, IL.

Career History
Managing Partner & Chief Executive Officer
1998 - Current

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

President & Chief Executive Officer
2011 - Current

RSM US Wealth Management employs a multi-step due diligence process including quantitative screening, qualitative screening, a review and approval process, as well as ongoing review to determine investments for client portfolios. Investments are selected based each client's unique investment objectives, risk tolerance, and time horizons, among other considerations. Their recommendations include mutual funds, ETFs, separate account managers and individual bonds. Investments in bonds are limited to those that are investment grade at the time of purchase. The firm typically uses outside consultants in the areas of private placements (hedge funds) and separately managed accounts. RSM US Wealth Management's investment approach focuses on long-term investment strategies that incorporate the principles of modern portfolio theory. They emphasize the development of broadly and globally diversified portfolios. The firm focuses on the issues and concerns of their clients, and tends to avoid decisions based on emotion or short-term forecasts. They purchase securities with the intent of holding them in the client's account for a year or longer.

Chief Executive Officer
Prior

RSM McGladrey Inc. provides audit and accounting services. It offers tax and consulting services. It serves the banking and financial. consumer products, food and beverages, government, healthcare, life sciences, manufacturing, non-profit, private equity, and real estate industries. The company was founded in 1926 and is headquartered in Chicago, IL.

Boards & Committees
Member, Board of Directors
2001 - Current

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

Member, Governing Board
Current

The Center is an autonomous, nonpartisan, nonprofit group based in Washington, D.C. It is governed by a Board that comprises leaders from the public company auditing firms, the American Institute of CPAs and three members from outside the public company auditing profession. The organization is affiliated with the American Institute of CPAs.

Member, Board of Trustees
Prior

DePaul, in common with all universities, is dedicated to teaching, research, and public service. However, in pursuing its own distinctive purposes, among these three fundamental responsibilities this university places highest priority on programs of instruction and learning. All curricula emphasize skills and attitudes that educate students to be lifelong, independent learners. DePaul provides sufficient diversity in curricular offerings, personal advisement, student services, and extracurricular activities to serve students who vary in age, ability, experience, and career interests. Full-time and part-time students are accorded equivalent service and are held to the same academic standards.

Non-Profit Donations & Grants

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$1,000 - $2,499
2005

DePaul, in common with all universities, is dedicated to teaching, research, and public service. However, in pursuing its own distinctive purposes, among these three fundamental responsibilities this university places highest priority on programs of instruction and learning. All curricula emphasize skills and attitudes that educate students to be lifelong, independent learners. DePaul provides sufficient diversity in curricular offerings, personal advisement, student services, and extracurricular activities to serve students who vary in age, ability, experience, and career interests. Full-time and part-time students are accorded equivalent service and are held to the same academic standards.

$1,000 - $2,499
2004

DePaul, in common with all universities, is dedicated to teaching, research, and public service. However, in pursuing its own distinctive purposes, among these three fundamental responsibilities this university places highest priority on programs of instruction and learning. All curricula emphasize skills and attitudes that educate students to be lifelong, independent learners. DePaul provides sufficient diversity in curricular offerings, personal advisement, student services, and extracurricular activities to serve students who vary in age, ability, experience, and career interests. Full-time and part-time students are accorded equivalent service and are held to the same academic standards.

$1,000 - $2,499
2003

DePaul, in common with all universities, is dedicated to teaching, research, and public service. However, in pursuing its own distinctive purposes, among these three fundamental responsibilities this university places highest priority on programs of instruction and learning. All curricula emphasize skills and attitudes that educate students to be lifelong, independent learners. DePaul provides sufficient diversity in curricular offerings, personal advisement, student services, and extracurricular activities to serve students who vary in age, ability, experience, and career interests. Full-time and part-time students are accorded equivalent service and are held to the same academic standards.

Awards & Honors
2014
NACD Directorship 100: Governance Professionals and Institutions
2014
Accounting Today Magazine - Top 100 Most Influential People
2013
NACD Directorship 100: Governance Professionals and Institutions
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