Profil
Mr. Adam B.
Joffe, CFA MBA, is Chairman & Chief Executive Officer at The Boston Company Asset Management LLC.
He is a shareholder of the firm, a member of the firm's Board of Managers, and serves as chairman of firm's Management, Product and Investment Committees, among others.
He has over 25 years of industry experience.
He joined as director of alternatives and chief administrative officer and was promoted to chief operating officer in 2014.
Adam was named chairman and chief executive officer in 2017.
He has over 5 years of experience with the firm and over 24 years with in industry.
Prior to joining The Boston Company Asset Management in 2012, Mr. Joffe was senior vice president and chief financial officer at First Eagle Investment Management.
In that role, he was responsible for all financial aspects of the firm, board and regulatory reporting and new product development.
Previously, he spent 10 years at Deutsche Bank.
His most recent position was COO of Hedge Funds and Fund of Funds and head of U.S.
Business Management.
He was a member of the Hedge Fund Investment Oversight Committee, the Hedge Fund Infrastructure Committee, the Fund of Funds Operational Due Diligence Committee and several others.
Prior to this, he was controller and chief financial officer of Bolger and O'Hearn Inc., a textile chemical manufacturer.
Previously, he was a senior accountant at Rooney, Plotkin and Willey LLC, a CPA firm.
He earned a bachelor's degree in finance and an M.B.A.
in accounting from Bryant University.
Additionally, he holds the Chartered Financial Analyst designation, is a member of the Boston Security Analysts Society and the CFA Institute.
He was a CPA in the state of Rhode Island.
Anciens postes connus de Adam B. Joffe
| Sociétés | Poste | Fin |
|---|---|---|
The Boston Company Asset Management LLC
 The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Directeur Général | 31/01/2018 |
First Eagle Investment Management LLC
 First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | Directeur Financier/CFO | 01/01/2012 |
Bolger & O'Hearn, Inc.
 Bolger & O'Hearn, Inc. Chemicals: Major DiversifiedProcess Industries Bolger & O'Hearn, Inc. is a private company that manufactures and distributes chemicals for the paper and textile industries. The company is based in Fall River, MA. | Corporate Officer/Principal | - |
Formation de Adam B. Joffe
| Bryant University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Finance |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | Finance |
Bolger & O'Hearn, Inc.
Bolger & O'Hearn, Inc. Chemicals: Major DiversifiedProcess Industries Bolger & O'Hearn, Inc. is a private company that manufactures and distributes chemicals for the paper and textile industries. The company is based in Fall River, MA. | Process Industries |