Adam T. | Leland

Adam Traill

5.0

(4)

Studied at Terry College of Business at the University of Georgia

Worked at Gulfstream Aerospace

Successful clients at

+10

Not currently taking new clients

Protected by the Leland Experience Guarantee

Not currently taking new clients

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Work Experience

Asset Management Intern

CAPTRUST

May 2025 - Present

• Assisted consultants managing high-net-worth private clients and endowment portfolios across public and private markets • Participated in prospective meetings with institutional relationship managers, general partners, and REIT fund principals • Connected with investment research analysts utilizing Bloomberg to evaluate new-to-market funds and income strategies • Analyzed portfolio buildouts utilizing public equity and large cap growth, fixed income, private equity and emerging markets • Developed a foundational understanding into how client assets, whether private or institutional, are diversified and invested

Financial Planning & Analysis Intern

Gulfstream Aerospace

May 2024 - August 2024

Working alongside finance and accounting teams, I was exposed to various daily operations including financial modeling and account reconciliations. I helped assist with inventory audits, internal audits, and meetings with external auditors to learn more on how proper accounting practices help strengthen large corporations such as Gulfstream Aerospace. Account Reconciliation, Internal Audits and +3 skills

Finance Intern

Gulfstream Aerospace

January 2024 - June 2024

As an intern with Gulfstream's customer support finance division, I was exposed to and gained experience in sales and service financial management and forecasting, M&A experience involving a supplier acquisition and accounting roles within Gulfstream Aerospace. Financial Analysis, Financial Reporting and +3 skills

Adam was also given offers to work at