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 at AHC. 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. Steve is a Certified Financial Planner (CFP), and a member of the Houston Institute of Certified Financial Planners. He is actively involved with a number of charitable organizations and is a member of Houston’s Westbury Baptist Church.

Mark C. Harriman

Mark Harriman, principal at Adell, Harriman & Carpenter, Inc., has nearly four decades of experience as an investment and wealth manager to individuals, families and closely held businesses. Prior to joining AHC he left the industry briefly to co-found a family-owned business, Community Media, Inc., serving as its President. Mark is a member of AHC’s investment committee and has served on the Department of Finance Advisory Council of Texas A & M University’s Mays Business School as well as the Advisory Council for Fidelity’s Registered Investment Advisor Group. He attends The Fellowship of The Woodlands Church and actively supports various charitable and community organizations in Houston and The Woodlands.

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., holds graduate and undergraduate degrees from Baylor University, and an MBA in Finance from Tulane University. Mark joined the firm in 2017 and serves on the AHC investment committee in addition to his duties in portfolio management, client service and business development. He represents AHC as a member of the Fidelity G2 Leadership Institute and is actively involved with several Houston-based charities. Mark regularly speaks at investment conferences on active management and equities topics. He and his family belong to Tallowood Baptist Church in Houston. 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.