Optimist Capital
Optimist Capital (CRD# 292023) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $74,393,689 in 76 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management74MILLION
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Total Number of Accounts76ACCOUNTS
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Average Account Value$978,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CA, FL
Gregory Adams (CRD# 4091348) is an Investment Advisor Representative working at Optimist Capital in Palm Beach Gardens, FL and has over 24 years of experience in the finance industry.
Managing Director & Founder
Registered Investment Adviser
Chartered Financial Analyst (CFA) Level II Candidate
Fairfield University B.S. Finance & Accounting
Investment Experience: over 20 years
Fairfield Bush & Co. 2005-2017
- Director of Portfolio Management
Phoenix Cos., 2002-2004
- Head Fixed Income Trader, Main Street Management
Mutual Inc., 1998-2002
- Retirement Plan Administrator & Registered Rep
Outside Activities:
- Executive Trustee - Palm Beach North Chamber of Commerce
- Venice Lacrosse Director of Finance
- Licensed Foster Parent for the State of Florida
- Licensed by State of Florida as an Accountancy CPE provider
Alexander lives in Juno Beach, Florida. When not working with clients, you may find him on the Lacrosse field, golf course, or open ocean. He is a lifelong sailor having competed to the highest levels in various sailboats.
Ada Matasovski (CRD# 2337402) is an Investment Advisor Representative working at Optimist Capital in Los Angeles, CA and has over 21 years of experience in the finance industry.
John Smith (CRD# 428085) is an Investment Advisor Representative working at Optimist Capital in Palm Beach Gardens, FL and has over 43 years of experience in the finance industry.