Portfolio Manager (Director) @ (December 2010 - November 2016)
US Head of HOLT Investment Strategy (Director) @ (July 2005 - October 2014)
Adam Steffanus Education
Marquette University
BS (Finance)
The University of Chicago Booth School of Business
MBA (Finance)
Adam Steffanus Skills
Portfolio Optimization
Banking
Equity Valuation
Fixed Income
Valuation
Portfolio Management
Financial Modeling
Capital Markets
Investments
Finance
Equities
Equity Research
Risk Management
Asset Management
Financial Analysis
Private Equity
Business Strategy
Investment Banking
Quantitative Research
Trading
Hedge Funds
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. Adam Steffanus holds a BS in Finance @ Marquette University. 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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