Meet Our Team

David Adams

David Adams is the Chief Investment Officer of Independent Life and serves as Vice Chair of the Investment Committee. In this capacity, he oversees all investment functions for Independent Life and Independent Group, providing strategic management and investment guidance in alignment with the requirements of stakeholders, regulators, and strategic partners. David transitioned to Independent Group following eight years with NEPC, LLC, where he most recently held the position of Director of Insurance Solutions.

During his tenure at NEPC, David was responsible for crafting investment strategies, designing portfolio structures, and monitoring clients’ balance sheet investments. He played a key role in capital planning, regulatory compliance, financial planning and analysis, and enterprise risk management, serving as a specialized resource for life insurers. Between 2017 and 2023, David was instrumental in growing NEPC’s insurance vertical from approximately $10 billion to over $65 billion in regulated assets under advisement.

David holds a Bachelor of Science in Finance with a concentration in Portfolio Theory from Saint Vincent College in Latrobe, Pennsylvania.

David Adams | Independent Group