Adell Harriman & Carpenter

Leia Carpenter is a CFA® charterholder with 21 years of industry experience. She has been with Adell Harriman & Carpenter since 1996. The firm is a fee-only independent adviser that provides customized investment management and financial counseling primarily to high-net-worth individuals, their families, and related trusts, estates, nonprofit, and corporate entities. Adell Harriman & Carpenter manages client portfolios on a discretionary basis using a fundamental analysis approach, with a focus on domestic and international stocks, investment-grade bonds, and ETFs.

Stephen Adell is a CFP® with 21 years of industry experience, currently serving at Adell Harriman & Carpenter in Houston, TX. He has been with the firm since 1985, which he helped establish and where he remains a principal. Adell Harriman & Carpenter is a fee-only independent advisory firm that provides customized investment management and financial counseling primarily to high-net-worth individuals, families, trusts, estates, nonprofits, and corporate entities. The firm’s investment committee, composed of its five principals, uses fundamental analysis to manage portfolios with a multi-quarter to multi-year horizon, focusing on individual stocks, bonds, and ETFs.

Marcus Berry is a financial advisor at Adell Harriman & Carpenter with eight years of industry experience. He holds a Series 65 designation and previously worked at Red Styxx Beverage, LLC, The Driven Group, LLC, and operated his own music education and performance business, Marcus W. Berry, Inc. Outside of finance, he continues to serve as president of his music education and performance company. Adell Harriman & Carpenter is a fee-only independent advisory firm serving high-net-worth individuals, families, trusts, estates, nonprofits, and corporate entities. The firm employs a fundamental analysis-based investment approach, managing portfolios primarily on a discretionary basis with multi-quarter to multi-year horizons.

Scot Johnson is a CFA® charterholder with six years of industry experience. He has been with Adell Harriman & Carpenter since 2019. Prior to his advisory career, he spent six years as a homemaker. Adell Harriman & Carpenter is a fee-only independent advisory firm serving high-net-worth individuals, families, and related entities. The firm employs a fundamental analysis-driven investment approach managed by a five-person investment committee, with portfolios typically held over multi-quarter to multi-year horizons.

Mark Harriman is a CFP® with 21 years of industry experience and has been with Adell Harriman & Carpenter since 1996. He is based in Houston, TX, and holds a Series 65 license. Adell Harriman & Carpenter, Inc. is a fee-only independent adviser serving high-net-worth individuals, families, trusts, estates, nonprofits, and corporate entities. The firm employs fundamental analysis to manage portfolios primarily on a discretionary basis and focuses on multi-quarter to multi-year investment horizons.

Jennifer Barron is a financial advisor at Adell Harriman & Carpenter with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Eaton Vance Management and American Century Investment Services. Adell Harriman & Carpenter is a fee-only independent advisor serving high-net-worth individuals, families, and related trusts, estates, nonprofit, and corporate entities. The firm employs a fundamental analysis-driven investment approach with portfolios managed primarily on a discretionary basis over multi-quarter to multi-year horizons.