Michael O. Adair, CFA, CFP®, CPWA®, AIF®, CEPA®

Mr. Adair joined RBC Rochdale in 2012 and has over 25 years of experience in the financial services industry. He is a Divisional Manager, responsible the firm's investment consulting team in the Southeast. He is also responsible for business development and working with clients through relationships with financial professionals in the Southeast region.

In a prior role, Mr. Adair served as Chief Executive Officer at a local investment firm that served high-net-worth clients. Mr. Adair's firm was purchased by a nationally chartered bank, and he subsequently became the President of the acquiring bank's wealth management subsidiary. In addition, he served on the bank's asset-liability committee. Mr. Adair began his career in the industry as a financial advisor at UBS.

Michael earned his BS in Finance from the University of Alabama’s Culverhouse College of Commerce and Business Administration. He currently is a member of several boards & groups, including the UA Culverhouse Board of Visitors, as well as a career mentor for Alabama football players. Michael also serves as a pro bono financial advisor, providing financial advice for citizens in his community.

Michael holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA society of Alabama, where he previously served as an officer. Michael is a CERTIFIED FINANCIAL PLANNERTM and he holds the CPWA® designation, completing the coursework through the Yale School of Management. CPWA® focuses on advising families with greater than $5mm in assets. He is an Accredited Investment Fiduciary®, as well as a member of the Financial Planning Association of North Alabama. Michael is also a Certified Exit Planning Advisor, credentialed through the Exit Planning Institute.