Adam D. Steffanus
Gestionnaire de Portefeuille-Actions chez Advisory Research, Inc.
Profil
Mr. Adam D.
Steffanus, CFA MBA, is a Managing Director & Portfolio Manager at Advisory Research, Inc. He has over 25 years of investment experience.
He is employing a capital discipline investment process with a focus on quality/value and global/international equities.
Mr. Steffanus is a member of the Advisory Research Partner Group.
Postes actifs de Adam D. Steffanus
| Sociétés | Poste | Début |
|---|---|---|
Advisory Research, Inc.
 Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Gestionnaire de Portefeuille-Actions | 01/12/2016 |
Anciens postes connus de Adam D. Steffanus
| Sociétés | Poste | Fin |
|---|---|---|
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Gestionnaire de Portefeuille-Actions | - |
Formation de Adam D. Steffanus
| The University of Chicago Booth School of Business | Masters Business Admin |
| Marquette University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Finance |
Advisory Research, Inc.
Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Finance |