Investment Operations Specialist
Adam is an Investment Operations Specialist with more than 20 years of experience in finance technology, including Advent, SQL, and back-office operations. He is our Advent platform technical expert, supporting our equity trading, reconciliation, and reporting functions, and works with internal partners to create automation and process efficiencies.
Previously, Adam was a Vice President, Application Services at TortoiseEcofin Investments, LLC where he was responsible for core operational systems. Prior to that he was the Systems Manager for Advisory Research Inc. which was acquired by TortoiseEcofin and an Investment Advisory Portfolio Analyst and Account Administrator at Hefren-Tillotson, Inc.
Adam has a BA in Marketing and Finance from the University of Pittsburgh.
Adam enjoys spending time with his family, loves sports, playing guitar, and listening to music.