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Adams Wealth Advisors, a leading financial advisory firm with offices in Logan and St. George, UT, is delighted to announce the appointment of Arun Balasubramanian, CFA, as the company’s new Chief Technology Officer and Managing Director of Investment Management and Technology. In addition to his strategic roles, Arun will play a pivotal role in the continued development of CacheTech Advisor Solutions, AWA’s technology platform, as it transitions from an internal technology within Adams to a nationally distributed RIA technology and asset management platform.

Arun Balasubramanian’s extensive expertise and deep understanding of the financial industry make him the ideal candidate to lead Adams Wealth Advisors’ technological initiatives. With his CFA designation and a distinguished academic background, including degrees from Shivaji University, the University of Melbourne, and the Massachusetts Institute of Technology (MIT), Arun brings a unique blend of technical and managerial skills to the table.

Building on his experience at Charles Schwab, Arun will now spearhead the development and implementation of CacheTech Advisor Solutions, a cutting-edge software platform designed to revolutionize trading and investment operations, client relationship management (CRM), marketing, and more. CacheTech leverages AI technology to enhance its operations, providing financial advisors with a powerful tool that streamlines processes, improves decision-making, and enhances client experiences.

As Chief Technology Officer, Arun Balasubramanian will oversee the successful deployment of CacheTech, working closely with the development team and collaborating with financial advisors to ensure the software’s effectiveness and alignment with industry needs. His expertise in investment management and technology will drive the software’s growth and adoption, empowering advisors with a comprehensive solution tailored to their unique requirements.

Adams Wealth Advisors is thrilled to have Arun Balasubramanian on board as a key driver in the company’s evolution. With his remarkable skill set, industry knowledge, and dedication to innovation, he will help shape the future of financial technology and reinforce the firm’s commitment to delivering exceptional solutions to its valued clients.

“I am very happy to be joined by Arun. I was fortunate to work on some research with him during our time at Schwab and can honestly say that I have never met anyone with a better combination of skills in asset management, quantitative research, and technology,” CacheTech CEO and Adams Wealth Advisors Chief Investment Officer Cormac Murphy said.

About Adams Wealth Advisors: Adams Wealth Advisors is a leading financial advisory firm in the intermountain west committed to providing personalized and comprehensive wealth management solutions. With a team of seasoned professionals and a client-centric approach, the firm offers tailored strategies and holistic guidance to help clients achieve their financial goals.


DISCLAIMER: Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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