HB Wealth appoints Gina Martin Adams as chief market strategist. Adams previously worked as the chief equity strategist and head of equity strategy and fund research at Bloomberg Intelligence. US-based registered investment adviser (RIA) and wealth management firm HB Wealth has appointed Gina Martin Adams as chief market strategist as part of a series of investment leadership changes. Adams previously worked as the chief equity strategist and head of equity strategy and fund research at Bloomberg Intelligence. As chief market strategist, she will work with HB Wealth's investment team to deliver market perspectives and support the company's investment strategies. Adams will collaborate with recently appointed chief investment officer Joel Houck and deputy chief information officer (CIO) Ford Donohue. Together, the leadership team will provide investment guidance and analysis to HB Wealth's advisers, clients, and investment committee. They will oversee asset allocation and portfolio construction for the firm, which manages $29bn in assets as a registered investment adviser. US tariffs are shifting - will you react or anticipate? Don't let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. Adams said: "Throughout my career, I've focused on research and insights that inform investment decisions. As I considered my next chapter, I wanted to bring that work closer to where it can make the greatest impact: with clients. "HB Wealth's collaborative culture and client-first values immediately resonated with me. I'm excited to join the firm and to partner with Joel and Ford as they take on their new leadership roles to deliver insights that support advisors and the clients they serve." Adams brings over 25 years of experience in market analysis, thematic research, and strategy development at international financial institutions. With a top-down vision, she would leverage fundamental, technical, and quantitative perspectives to advise investment decisions. Also, she is expected to contribute to in-house research, support the development of new investment products, and enhance client experience. Her responsibilities also include working with HB Wealth's investment committee to inform portfolio decisions across private and public markets. Houck joined HB Wealth earlier this year, as part of a merger with WMS Partners. Founded in 1989, HB Wealth is headquartered in Atlanta. It employs over 300 people and operates 12 offices across six states. The firm provides fiduciary, fee-only wealth advisory and investment management services to individuals, families, and institutions. HB Wealth CEO Thomas Carroll said: "The combination of these 3 leaders marks an exciting step forward for HB Wealth. Joel and Ford have done an exceptional job guiding its investment team in recent months, and these new roles formally recognise the leadership they've already demonstrated. "With Gina joining us, we're bringing together a team whose experience, insight, and collaboration will further strengthen the thoughtful guidance we provide to clients every day."

HB Wealth strengthens investment leadership with appointment of Gina Martin Adams as Chief Market Strategist and key investment promotions. Adams will be joining newly appointed CIO Joel Houck and Deputy CIO Ford Donohue in guiding HB Wealth's investment philosophy, market outlook, and portfolio strategies Gina Martin Adams, Chief Market Strategist at HB Wealth ATLANTA-(BUSINESS WIRE)-HB Wealth, one of the nation's leading independent, fee-only wealth management firms, is bringing on Gina Martin Adams, former Chief Equity Strategist and Head of Equity Strategy and Fund Research at Bloomberg Intelligence, as Chief Market Strategist. In this role, she will collaborate with HB Wealth's investment team to deliver timely market perspectives, share actionable insights, and enhance the firm's visibility as a leading voice in the industry. Adams, CFA, CMT, will collaborate closely with Joel Houck, CFP(R), CFA, CAIA, who has been recently appointed Chief Investment Officer, and Ford Donohue, CFA, newly appointed Deputy CIO, to provide market perspective, investment guidance, and forward-looking analysis to HB Wealth's advisors, clients, and investment committee. Together, this investment leadership team will shape the $29 billion RIA's investment philosophy, guide asset allocation, and advance the firm's position as a trusted voice in the markets. With more than 25 years of experience at leading global financial institutions, Adams brings deep expertise in market analysis, thematic research, and translating complex economic trends into actionable strategies. With a top-down perspective, she leverages fundamental, technical, and quantitative perspectives to inform investment decisions. She will also contribute to advancing proprietary research, supporting the development of new investment products, and enhancing the client experience through thought leadership and education. Houck joined HB Wealth in early 2025 as Managing Director of Investment Solutions through the firm's merger with WMS Partners in Towson, MD, and brings 35 years of experience in capital markets, equity research, commercial banking, and hedge-fund management from prior roles with Bank of America, PNC, Wells Fargo, Cicero Capital Partners, and A.G. Edwards & Sons. Donohue has been with HB Wealth since 2014, most recently serving as Managing Director of Public Markets, overseeing the firm's investment strategy across equities, fixed income, and hedge funds. "The combination of these 3 leaders marks an exciting step forward for HB Wealth," said Thomas Carroll, CEO at HB Wealth. "Joel and Ford have done an exceptional job guiding our investment team in recent months, and these new roles formally recognize the leadership they've already demonstrated. With Gina joining us, we're bringing together a team whose experience, insight, and collaboration will further strengthen the thoughtful guidance we provide to clients every day." Adams will also serve as a bridge between HB Wealth's investment philosophy and the clients it supports, helping translate the firm's market insights into meaningful conversations. As members of HB Wealth's investment committee, Houck, Donohue, and Adams will collaborate with the firm's private and public market investment teams to shape portfolio construction and asset allocation decisions. "Throughout my career, I've focused on research and insights that inform investment decisions," said Adams. "As I considered my next chapter, I wanted to bring that work closer to where it can make the greatest impact: with clients. HB Wealth's collaborative culture and client-first values immediately resonated with me. I'm excited to join the firm and to partner with Joel and Ford as they take on their new leadership roles to deliver insights that support advisors and the clients they serve." Adams serves on the Board of the CMT Association and the Advisory Council at the University of Florida's Warrington College of Business. She is also a member of the Economics Club of New York, 100 Women in Finance, and the Financial Women's Association, and an advocate for mentoring emerging female professionals in the finance industry. About HB Wealth Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country's largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 12 offices across six states, managing over $29 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com. Media Contact Acacia Aster Broder Gregory FCA for HB Wealth 484-881-2035 [email protected] More News From HB Wealth ATLANTA-( BUSINESS WIRE )-HB Wealth, a leading Atlanta-based registered investment adviser (RIA) serving families and investors across the country from its offices in the Southeast and Mid-Atlantic, today announces the opening of an office in Charlotte, North Carolina with the addition of an experienced wealth management team. 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