Joseph M. Adams

President & Chief Executive Officer at RSM US Wealth Management LLC

Joseph M. Adams

Joseph M. Adams

President & Chief Executive Officer at RSM US Wealth Management LLC

Biography

Mr. Joseph M. Adams is a CEO, Director & Managing Partner at RSM US LLP and a Managing Partner & Chief Executive Officer at RSM US Wealth Management LLC. He is on the Board of Directors at RSM US LLP. He is focused on positioning RSM as the first-choice advisor to middle market leaders by creating an outstanding client experience, enhancing the firm’s focus on the middle market, empowering teams of passionate professionals and building communities of RSM promoters in the marketplace. A member of the firm's Leadership Team since 2008Previously served as regional managing director of the Great Lakes region where he was responsible for one of the firm’s largest merger integrations and grew revenues from $30 to $300 million in 13 years. His client service experience includes auditing and advising clients in mergers, acquisitions, divestitures, operations, organizational and strategy matters. He also served as a member of the firm's Board of Directors from 2001–2004.He received his undergraduate degree from DePaul University and an MBA from DePaul University.

Overview
Career Highlights

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

RelSci Relationships

2760

Number of Boards

3

Number of Awards

4

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

Chief Financial Officer at RSM US LLP

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Office Managing Partner, Schaumburg at RSM US LLP

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Chief Operating Officer at RSM US LLP

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Partner at RSM US LLP

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Chief Strategy & Innovation Officer at RSM US LLP

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Chief Risk Officer at RSM US LLP

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Partner at RSM US LLP

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Office Managing Partner, Baltimore at RSM US LLP

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Office Managing Partner, Kansas City at RSM US LLP

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Partner at RSM US LLP

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Joseph M. Adams
President & Chief Executive Officer at RSM US Wealth Management LLC
Education
B.S. in Accounting

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

TO ENHANCE THE VALUE OF THE CPA PROFESSION THROUGH EDUCATION, INFORMATION, ADVOCACY AND CONNECTIONS.

Member
Current

The Economic Club of Chicago was organized in 1927 "to aid in the creation and expression of an enlightened public opinion on the important economic and social questions of the day.” Equally important, through its membership policies, the Club works to identify upcoming young leaders to insure a continuum of knowledge and traditions within Chicago’s civic and business community as the torch of leadership passes from one generation to the next.

Career History
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. RSM's 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. RSM typically uses outside consultants in the areas of private placements (hedge funds) and separately managed accounts. RSM'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. RSM 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.

Managing Partner & Chief Executive Officer
1998 - Current

RSM US LLP engages in the provision of accounting services. The firm offers audit, tax, consulting, and wealth management services. It 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.

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 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
Other Affiliations
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