Adam Steffanus Email & Phone Number
Portfolio Manager, Partner @ Advisory Research Investment Management
Adam Steffanus Location
Chicago, IL, US
Adam Steffanus Work
- 2016 - now Portfolio Manager, Partner @ Advisory Research Investment Management
- 2010 - 2016 Portfolio Manager (Director) @ Credit Suisse
- 2005 - 2014 US Head of HOLT Investment Strategy (Director) @ Credit Suisse
Adam Steffanus Education
MBA (Finance)
- The University of Chicago Booth School of Business
BS (Finance)
Adam Steffanus Skills
- Portfolio Optimization
- Banking
- Equity Valuation
- Fixed Income
- Valuation
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investments
- Finance
Adam Steffanus Summary
Adam Steffanus, based in Chicago, IL, US, is currently a Portfolio Manager, Partner at Advisory Research, Inc.. Adam Steffanus brings experience from previous roles at Credit Suisse Asset Management and Credit Suisse Securities. Adam Steffanus holds a MBA in Finance. With a robust skill set that includes Portfolio Optimization, Banking, Equity Valuation, Fixed Income, Valuation and more. Adam Steffanus has 1 emails and 1 mobile phone numbers on RocketReach.
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