Adam Davies serves as Vice President, Retirement Plan Services, focusing primarily on institutional clients, such as corporate retirement plans, endowments, and foundations. The Trust Company of Tennessee serves as discretionary trustee, investment manager, and record keeper on more than 200 retirement plans.
In addition to his primary retirement plan role, Adam serves on the Investment Committee of The Trust Company of Tennessee, which is responsible for asset selection, monitoring, and allocation for client accounts. Adam also leads the Retirement Plan Services Committee, which enables clients to stay current on regulation, enhances the final product to plan sponsors and participants, and creates efficiency within our operations.
Adam has more than 10 years of experience in the financial services industry. He earned his Bachelor of Science degree in Finance from Wake Forest University. Adam is a Chartered Financial Analyst (CFA) charterholder, and he serves on the Board of Directors as Treasurer for the CFA Society of East Tennessee. Additionally, he holds the Retirement Plan Associate (RPA) designation.