Profil
Mr. Adam C.
Dean is Founder, President & Chief Executive Officer at Arboretum Asset Management, Inc.
Prior to founding Arboretum Asset Management in August 2011, Mr. Dean was previously employed as President by SVB Asset Management, an Analyst by Bay City Capital LLC, an Analyst by Pacific Growth Equities, Inc., and Vice President-Equity Capital Markets by Wells Fargo Securities LLC.
Mr. Dean received an undergraduate degree in biology from the University of California, Santa Barbara and an MBA from the University of San Francisco.
He also holds a CFA designation and NASD Series 24, 7, and 63 certifications.
Anciens postes connus de Adam C. Dean
| Sociétés | Poste | Fin |
|---|---|---|
Arboretum Asset Management, Inc.
Arboretum Asset Management, Inc. Investment ManagersFinance Arboretum Asset Management is a short term, high credit quality, fixed income asset manager that focuses on managing the operating, reserve, restricted and strategic cash of their clients. The firm seeks to provide principal preservation, liquidity and consistent income by investing in money market and other short maturity fixed-income securities. They seek to enhance short and intermediate duration yields with a diversified portfolio of high quality fixed-income securities. | Directeur Général | 31/12/2012 |
SVB Asset Management
SVB Asset Management Investment ManagersFinance SVB Asset Management utilizes both top-down and bottom-up portfolio management approaches. Their investment process includes quantitative and qualitative analysis using its own and third-party proprietary systems and methods. The firm offers three primary investment strategies: Corporate Cash Management Strategy, Total Return Strategy and ESG Strategy. | President | 24/11/2010 |
Bay City Capital LLC
Bay City Capital LLC Investment ManagersFinance Bay City Capital invests in public and private companies located across the globe. The firm focuses on a broad range of sectors and industries. It provides financing for seed, early and later stage capital transactions. The firm makes co-investments. It acts as a lead investor and takes a seat on the board of directors. | Analyste en capital-investissement | - |
Pacific Growth Equities, Inc.
Pacific Growth Equities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Wachovia Capital Markets LLC
Wachovia Capital Markets LLC Investment Banks/BrokersFinance Provides investment banking services | Head-Equity Investments | 03/02/2012 |
Formation de Adam C. Dean
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
SVB Asset Management
SVB Asset Management Investment ManagersFinance SVB Asset Management utilizes both top-down and bottom-up portfolio management approaches. Their investment process includes quantitative and qualitative analysis using its own and third-party proprietary systems and methods. The firm offers three primary investment strategies: Corporate Cash Management Strategy, Total Return Strategy and ESG Strategy. | Finance |
Pacific Growth Equities, Inc.
Pacific Growth Equities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wachovia Capital Markets LLC
Wachovia Capital Markets LLC Investment Banks/BrokersFinance Provides investment banking services | Finance |
University of California, Santa Barbara
University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Francisco
University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bay City Capital LLC
Bay City Capital LLC Investment ManagersFinance Bay City Capital invests in public and private companies located across the globe. The firm focuses on a broad range of sectors and industries. It provides financing for seed, early and later stage capital transactions. The firm makes co-investments. It acts as a lead investor and takes a seat on the board of directors. | Finance |
Arboretum Asset Management, Inc.
Arboretum Asset Management, Inc. Investment ManagersFinance Arboretum Asset Management is a short term, high credit quality, fixed income asset manager that focuses on managing the operating, reserve, restricted and strategic cash of their clients. The firm seeks to provide principal preservation, liquidity and consistent income by investing in money market and other short maturity fixed-income securities. They seek to enhance short and intermediate duration yields with a diversified portfolio of high quality fixed-income securities. | Finance |
















