Adam Davis Morton

Current Employers

Employment History

• 05/2013 → 03/2017
  Riverpoint Capital Management, Llc
  Cincinnati, OH
• 03/2017 → 08/2020
  Fort Washington Investment Advisors, Inc.
  Cincinnati, OH
• 08/2020 → Present
  Constellation Wealth Advisors
  Cincinnati, IA

Previous Registrations

• 2018-08-27 → 2020-08-24
  Fort Washington Investment Advisors Inc
  Cincinnati, OH
• 2014-06-17 → 2017-03-10
  Mariner Wealth Advisors
  Cincinnati, OH

Other Businesses

OUTSIDE INSURANCE, SELLING AND SERVICING FIXED INSURANCE PRODUCTS SUCH AS TERM LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE, CRITICAL ILLNESS INSURANCE AND EXECUTIVE COMPENSATION BENEFITS THROUGH VARIOUS CARRIERS; INSURANCE AGENT; 09/2020; LESS THAN 1% OF TIME DURING TRADING HOURS. 1) Entity/Business Name: Lighthouse Youth & Family Services; Investment related (Y/N): Y; Address: 401 E McMillan St, Cincinnati, OH 45206; Nature of the Business: Non-profit Youth Social Services organization; Position/Title/Relationship: Member of the Board of Directors; Start Date: January 2018; Approximate # of hours a month: nominal; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Supports the organization's initiatives as a member of the Board of Directors 2) Entity/Business Name: National Underground Railroad Freedom Center; Investment related (Y/N): Y; Address: 50 East Freedom Way, Cincinnati, OH 45202; Nature of the Business: Non-profit promoting Social Justice; Position/Title/Relationship: Member of the Board of Directors; Start Date: April 2025; Approximate # of hours a month: nominal; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Supports the organization's initiatives as a member of the Board of Directors

Designations