Profiel
Mr. Adam L.
Sauri, CFA, is a Senior Portfolio Manager at SOL Capital Management Co. He acts as the portfolio manager for some SOL clients, analyzes existing holdings, and researches new investment opportunities.
Mr. Sauri also supervises all trading activity at SOL.
Mr. Sauri was previously a Client Relations Administrator at SOL for two years.
In this role, he processed daily inquiries from domestic and international clients, and managed account establishments at financial institutions in Europe and North America.
Prior to joining SOL, Mr. Sauri completed three consecutive internships on the Mexico Desk at the U.S.
Department of State.
His duties focused on political and economic relations, as well as law enforcement cooperation between the United States and Mexico.
He received his undergraduate degree from Emory University.
Actieve functies van Adam Sauri
Bedrijven | Functie | Begin |
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SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | Analyst-Equity | 01-03-2014 |
Opleiding van Adam Sauri
Emory University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
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Bedrijven in privébezit | 1 |
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SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | Finance |