Barrett Ayers
President and CEO
Charlotte, North Carolina, United States
Professional Overview
Barrett Ayers is an accomplished financial services executive with over 20 years of experience driving product strategy, innovation, and business growth. As the President and CEO of Adhesion Wealth, he is responsible for leading the company's strategic direction, overseeing product development, and cultivating partnerships to expand the firm's reach and impact within the wealth management industry.
Experience Summary
Current Role
As President and CEO of Adhesion Wealth, Barrett is responsible for setting the company's strategic vision and leading the execution of key initiatives. Under his guidance, Adhesion Wealth has become a leading provider of modern, technology-enabled managed account solutions for RIAs and wealth managers. Barrett's focus on product innovation and client-centric service has been instrumental in driving the firm's growth and solidifying its reputation as a trusted partner in the wealth management ecosystem.
Career Progression
Prior to joining Adhesion Wealth, Barrett held various senior-level product management roles at prominent financial services firms, including Wells Fargo, Fidelity Investments, and Broadridge. In these positions, he consistently demonstrated his ability to identify market opportunities, develop differentiated product offerings, and drive adoption among financial advisors and institutional clients. His extensive industry experience and deep understanding of the wealth management landscape have been invaluable in shaping Adhesion Wealth's strategic direction and positioning the company for continued success.
Academic Background
Barrett holds a Bachelor of Science degree in Finance from the University of North Carolina at Chapel Hill, where he graduated with honors. His academic focus on finance and business has provided a strong foundation for his successful career in the financial services industry.
Areas of Expertise
- Product strategy and development
- Wealth management technology and solutions
- Client relationship management and service
- Financial industry trends and regulatory landscape
- Business growth and partnership development
- Operational efficiency and scalability
Professional Impact
Under Barrett's leadership, Adhesion Wealth has experienced significant growth and recognition within the wealth management industry. The company has consistently been named one of the fastest-growing and most innovative managed account providers, with a client base that includes some of the largest and most prestigious RIA firms in the country. Barrett's strategic vision and commitment to delivering exceptional client experiences have been instrumental in driving Adhesion Wealth's success and solidifying its position as a market leader.
Conclusion
With his extensive industry experience, proven leadership skills, and a deep commitment to product innovation and client service, Barrett Ayers is poised to continue driving Adhesion Wealth's growth and positioning the company as a trusted partner for RIAs and wealth managers seeking modern, technology-enabled solutions to meet the evolving needs of their clients.