Profiel
Mr. Adam Hauptman, CFA, is a Senior Fundamental Analyst & Associate Portfolio Manager at Strategic Global Advisors LLC.
He joined the firm in 2016 and is a Senior Fundamental Analyst and Associate Portfolio Manager.
His responsibilities include performing fundamental reviews of new ideas generated by the quantitative model and portfolio management.
Prior to joining the firm, he spent over five years as a Research Analyst at Kayne Anderson Capital in Los Angeles, primarily focused on large-cap global equities and equity derivatives.
Mr. Hauptman was a Portfolio Manager at ASNY Asset Management.
He also worked as an Analyst at Solios Asset Management.
Mr. Hauptman began his career at Levitan & Associates in Boston as an Energy Economics Management Consultant.
He holds a certificate in Sustainable Capitalism and ESG from the Berkeley Law Executive Education Program.
He is a CFA charter holder and earned his BSc degrees in Mathematics and Philosophy from the Massachusetts Institute of Technology.
Actieve functies van Adam Hauptman
| Bedrijven | Functie | Begin |
|---|---|---|
Strategic Global Advisors LLC
 Strategic Global Advisors LLC Investment ManagersFinance Strategic Global Advisors LLC (SGA) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded in 2005 by Cynthia Tusan. SGA offers discretionary investment advisory services to institutional investors as well as to certain legacy high net worth individuals, trusts and estates. | Analyst-Equity | 01-01-2016 |
Eerdere bekende functies van Adam Hauptman
| Bedrijven | Functie | Einde |
|---|---|---|
Kayne Anderson Capital Advisors LP
 Kayne Anderson Capital Advisors LP Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds. | Analyst-Equity | 31-01-2013 |
Solios Asset Management
 Solios Asset Management Investment ManagersFinance Founded by Mitchell Dong, Solios Asset Management is a hedge fund company located in Cambridge, Massachusetts. | Corporate Officer/Principal | 31-12-2006 |
Opleiding van Adam Hauptman
| Massachusetts Institute of Technology | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
|---|---|
Kayne Anderson Capital Advisors LP
Kayne Anderson Capital Advisors LP Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds. | Finance |
Solios Asset Management
Solios Asset Management Investment ManagersFinance Founded by Mitchell Dong, Solios Asset Management is a hedge fund company located in Cambridge, Massachusetts. | Finance |
Strategic Global Advisors LLC
Strategic Global Advisors LLC Investment ManagersFinance Strategic Global Advisors LLC (SGA) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded in 2005 by Cynthia Tusan. SGA offers discretionary investment advisory services to institutional investors as well as to certain legacy high net worth individuals, trusts and estates. | Finance |
