Alan Adelman Email & Phone Number
Senior Fund Manager and Senior Research Analyst
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Alan Adelman Location
- San Antonio, TX, US
Alan Adelman Work
- 2019 -now Senior Fund Manager and Senior Research Analyst @ Frost Investment Advisors LLC
- 2016 -2019 Senior Managing Director @ Angeles Wealth Management
- 2012 -2016 Chief Investment Officer and Managing Partner @ Cinque Partners LLC
- 2004 -2012 Managing Director and Executive Vice President @
- 2000 -2004 Executive Vice President and Chief Investment Strategist @
- 1997 -2000 Chief Investment Officer and Executive Managing Director @
- 1994 -1996 President and Chief Executive Officer @ Analytic TSA Global Asset Management
- 1988 -1994 Chief Investment Officer @ First Investment Bank of California
- 1986 -1988 First Vice President, Fixed Income Markets @ Shearson Pacific
Alan Adelman Education
- ASU Watts College of Public Service & Community Solutions
Bachelor’s Degree (Public Administration)
- Columbia Business School
- Harvard Business School
Alan Adelman Skills
- Equities
- Portfolio Management
- Investments
- Investment Strategies
- Asset Management
- Strategy
- Investment Management
- Alternative Investments
- Management
- Hedge Funds
- Asset Allocation
- Private Banking
- Rainmaker
- Due Diligence
- Mutual Funds
- Executive Leadership
- C-Level Negotiations
- C Level Management
- C-Level Presentations
- Investment Banking
- Investment
- GIPS Compliance
- Business Relationship Management
- Integrated Marketing
- Investment Policy
- Team Leadership
- Management of Financial Institutions
- Long/Short Equity
- Confidentiality
- Private Investment
- International Investment
- Portfolio Optimization
- Investment Portfolios
- Public Speaking
- Investor Relations
- Business Development
- Business Strategy
- Corporate Finance
- Corporate Communications
- Global Finance
- Economic Forecasting
- Financial Market Research
- Financial Risk
- Equity Valuation
- Equity Research
- Investment Compliance
- Risk Management
- Banking
- Strategic Planning
- Return on Investment
- Leadership
- C Level Presentations
- Marketing
- Financial Analysis
- C Level Negotiations
- Funding
Alan Adelman Summary
- Alan Adelman, based in San Antonio, TX, US, is currently a Senior Fund Manager and Senior Research Analyst at Frost Investment Advisors LLC. Alan Adelman brings experience from previous roles at Angeles Wealth Management, Cinque Partners LLC and Wells Fargo Alternative Asset Management, LLC. Alan Adelman holds a Bachelor’s Degree in Public Administration @ ASU Watts College of Public Service & Community Solutions. With a robust skill set that includes Equities, Portfolio Management, Investments, Investment Strategies, Asset Management and more. Alan Adelman has 3 emails and 1 mobile phone numbers on RocketReach.
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