Principals

Stephen D. Adell

Steve Adell, principal at Adell, Harriman & Carpenter, Inc., brings nearly 35 years of experience to his role as financial advisor and investment manager. Steve holds a B.A. in Business Management from Whitworth College in Spokane, Washington, and an MBA from Southern Methodist University. Prior to forming AHC with Mark Harriman and Leia Carpenter, he served as Director of Admissions and Dean of Students at LeTourneau University. He is actively involved with a number of charitable organizations and is a member of Houston’s Westbury Baptist Church.

Leia P. Carpenter

A Chartered Financial Analyst (CFA®), and a member of the Houston Society of Financial Analysts, Leia Carpenter has served as the managing principal of Adell, Harriman & Carpenter, Inc. since 1999. She holds graduate and undergraduate degrees from Rice University, and prior to joining AHC was a principal of Kingston Financial Services, Inc. from 1990 to 1995. Leia chairs the AHC investment committee, organizing the firm’s research efforts and portfolio management, and has represented client interests as a member of the Fidelity Alumni Advisory Council. She is a member of the CFA Institute, Rice University Business and Professional Women, Agape Development Board of Directors and West University Baptist Church in Houston, Texas. In her free time Leia loves to travel with her family and sing with her church choir.

Mark W. Berry

Mark Berry, principal at Adell, Harriman & Carpenter, Inc., serves his clients as both financial advisor and investment manager.  He has a combined fifteen years of experience in private equity and investment management.  Mark serves on the AHC investment committee in addition to his duties in portfolio management. He represents AHC as a member of the Fidelity G2 Leadership Institute and regularly speaks at investment conferences on active management and U.S. equities topics. Mark holds graduate and undergraduate degrees from Baylor University, and an MBA in Finance from Tulane University. He and his family belong to Tallowood Baptist Church in Houston, and they are actively involved with several Houston-based charities.  Mark is also an accomplished vocalist and frequent soloist, conductor, teacher and adjudicator in the Houston community.

Scot W. Johnson

Scot Johnson, principal at Adell, Harriman & Carpenter, Inc., has over 20 years of experience in the investment management industry.  He holds the Chartered Financial Analyst (CFA®) designation and is a member of CFA Institute and CFA Society Houston.  Scot earned both a BA (Economics) and MBA (Finance) from Vanderbilt University.  Prior to joining AHC as a portfolio manager, he worked for AIM/Invesco in increasingly senior investment roles.  He serves on the AHC investment committee and contributes to the firm’s equity, fixed income and ETF research efforts.  Scot represents AHC as a member of the Fidelity G2 Leadership Institute.  He is a Houston native, graduating from The Kinkaid School before following in his father’s footsteps to also earn two Vanderbilt degrees.  Scot and his wife, Amy, are proud parents to twin girls Adele and Abby (both 16) and son Scotty (8).  Scot and his family are members of St. John the Divine Episcopal Church.  When away from the office Scot enjoys golf, cooking and traveling with his wife and children.