Optimist Capital

Optimist Capital LLC, located in Palm Beach Gardens, FL, is represented by Gregory H. Adams, an experienced professional with a BS in Industrial Management from Georgia Institute of Technology. Adams has a diverse business background, including roles at Ameritas Investment Corporation, Alpha Wealth Strategies LLC, and Lowry Capital Management. Notably, he served as Chief Investment Strategist & Portfolio Manager at Allen, Mooney & Barnes. Adams has a clean disciplinary record and does not engage in any other investment or non-investment-related business activities. He does not receive additional compensation beyond client fees. Optimist Capital LLC maintains written supervisory procedures to ensure compliance with securities laws, with Adams supervised by Alexander Cooke. Adams, as an Investment Adviser Representative, is committed to adhering to regulatory requirements. Notably, Adams has no reportable disciplinary events but was involved in a bankruptcy petition in 2003, which was discharged the same year. For further details, the SEC's website provides additional information on Optimist Capital LLC and Gregory Adams.