Profilo
Mr. Adam C.
Stewart, CFA, is a Portfolio Manager & Director of Trading at Liquid Strategies LLC.
He has more than 24 years of investment industry experience and co-founded Liquid Strategies in 2013.
He is a portfolio manager of the strategy and serves on the Liquid Strategies investment team, which is responsible for setting portfolio allocations based on the risk profile of the markets.
Mr. Stewart began his career at Franklin Templeton in 1997 and later served as Head of Equity Trading at Trusco Capital Management along with managing equity trading operations.
Most recently, he was a founding partner and Director of Trading for Perimeter Capital Management.
He earned his B.A.
from Auburn University.
He received his Chartered Financial Analyst designation in 2001.
Posizioni attive di Adam Clement Stewart
| Società | Posizione | Inizio |
|---|---|---|
Liquid Strategies LLC
 Liquid Strategies LLC Investment ManagersFinance Liquid Strategies is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. Liquid Strategies provides investment advisory services to a registered investment company, an Exchanged Traded Funds (ETFs) complex and separately managed accounts. | Fondatore | 01/01/2013 |
Precedenti posizioni note di Adam Clement Stewart
| Società | Posizione | Fine |
|---|---|---|
Perimeter Capital Partners LLC
 Perimeter Capital Partners LLC Investment ManagersFinance Founded in 2006, Perimeter Capital Partners LLC is a registered investment advisor located in Atlanta, Georgia. | Fondatore | - |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Corporate Officer/Principal | - |
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Trading-Equity | - |
Formazione di Adam Clement Stewart
| Auburn University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Finance |
Perimeter Capital Partners LLC
Perimeter Capital Partners LLC Investment ManagersFinance Founded in 2006, Perimeter Capital Partners LLC is a registered investment advisor located in Atlanta, Georgia. | Finance |
Liquid Strategies LLC
Liquid Strategies LLC Investment ManagersFinance Liquid Strategies is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. Liquid Strategies provides investment advisory services to a registered investment company, an Exchanged Traded Funds (ETFs) complex and separately managed accounts. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Finance |
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