Adam Savin
Lid van de Investeringscommissie bij Obermeyer Wood Investment Counsel LLLP
Profiel
Mr. Adam Savin is a Vice President of Investments & Partner at Obermeyer Wood Investment Counsel LLLP.
He is a senior member of our Investment Committee, serving as the portfolio manager for our dividend strategies.
Before joining Obermeyer Wood, Mr. Savin was Booth Creek Capital Management LLC's Managing Member, Founder, and Portfolio Manager.
He founded Booth Creek, investing with a dividend-focused equity strategy.
Prior to Booth Creek, Adam served as the head of Merrill Lynch Global Strategic Investment Group in New York.
Earlier in his career, Adam held positions at Morgan Stanley, where he managed a billion-dollar long-short equity portfolio.
He was also employed as a Principal by Prudential Securities, a Managing Director by Ledgemont Private Equity.
He received a BA in English from St. Lawrence University.
Actieve functies van Adam Savin
| Bedrijven | Functie | Begin |
|---|---|---|
Obermeyer Wood Investment Counsel LLLP
 Obermeyer Wood Investment Counsel LLLP Investment ManagersFinance Obermeyer Wood Investment Counsel LLLP (Obermeyer Wood) is a SEC-registered investment adviser headquartered in Aspen, Colorado. The firm was founded in 2014 through the merger of Obermeyer Asset Management Co. and Wood Investment Counsel LLC. They are ultimately owned by Walter R. Obermeyer Holdings, Inc. Obermeyer Wood provides advisory services to individuals, high-net worth individuals, trusts, pension and profit-sharing plans, charitable organizations and endowments, government entities, corporations, and other business entities. | Lid van de Investeringscommissie | 01-01-2024 |
Eerdere bekende functies van Adam Savin
| Bedrijven | Functie | Einde |
|---|---|---|
Booth Creek Capital Management LP
 Booth Creek Capital Management LP Investment ManagersFinance Booth Creek Capital Management LP provides investment advice. The private company is based in Avon, CO. | Corporate Officer/Principal | 01-12-2023 |
Ledgemont Private Equity
 Ledgemont Private Equity Investment ManagersFinance Founded by Eric Brachfeld, Ledgemont Private Equity is a private equity firm located in New York City. They are a subsidiary of Ledgemont Capital Group LLC | Verkoop & Marketing | 30-06-2010 |
| MORGAN STANLEY | Corporate Officer/Principal | 31-12-2005 |
| Prudential Securities | Corporate Officer/Principal | 31-12-1997 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Opleiding van Adam Savin
| St. Lawrence University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Bedrijven in privébezit | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
| Prudential Securities | Finance |
Ledgemont Private Equity
Ledgemont Private Equity Investment ManagersFinance Founded by Eric Brachfeld, Ledgemont Private Equity is a private equity firm located in New York City. They are a subsidiary of Ledgemont Capital Group LLC | Finance |
Booth Creek Capital Management LP
Booth Creek Capital Management LP Investment ManagersFinance Booth Creek Capital Management LP provides investment advice. The private company is based in Avon, CO. | Finance |
Obermeyer Wood Investment Counsel LLLP
Obermeyer Wood Investment Counsel LLLP Investment ManagersFinance Obermeyer Wood Investment Counsel LLLP (Obermeyer Wood) is a SEC-registered investment adviser headquartered in Aspen, Colorado. The firm was founded in 2014 through the merger of Obermeyer Asset Management Co. and Wood Investment Counsel LLC. They are ultimately owned by Walter R. Obermeyer Holdings, Inc. Obermeyer Wood provides advisory services to individuals, high-net worth individuals, trusts, pension and profit-sharing plans, charitable organizations and endowments, government entities, corporations, and other business entities. | Finance |
