Alan Robert Adelman
Analyst-Equity chez Frost Investment Advisors LLC
Profil
Mr. Alan R.
Adelman is a Senior Fund Manager & Senior Research Analyst at Frost Investment Advisors LLC.
He joined the firm in 2019 and has over 30 years of investment experience.
His primary responsibility is the Frost Midcap Strategy where he manages stock selection, sector allocation and portfolio construction.
He also serves as chairman of Frost Investment Advisors equity strategy and research committee.
Prior to joining the Adviser, he was the senior managing director with Angeles Investment Advisors, a highly regarded institutional OCIO firm, serving fiduciary investors globally.
Alan joined Angeles from the investment boutique Cinque Partners LLC, a registered investment advisor specializing in hedged equity strategies, where he was a co-founder, managing partner and chief investment officer.
He earned a bachelor of science degree from The Watt School of Public Administration at Arizona State University in Tempe, Arizona.
Postes actifs de Alan Robert Adelman
| Sociétés | Poste | Début |
|---|---|---|
Frost Investment Advisors LLC
 Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Analyst-Equity | 01/01/2019 |
Anciens postes connus de Alan Robert Adelman
| Sociétés | Poste | Fin |
|---|---|---|
Angeles Investment Advisors LLC
 Angeles Investment Advisors LLC Investment ManagersFinance Angeles Investment Advisors LLC (Angeles) is an independent multi-asset investment firm headquartered in Santa Monica, California. The firm was founded in 2001 by Leslie Kautz, Michael Rosen and Howard Perlow. Angeles builds customized portfolios for institutional and private wealth investors. | Corporate Officer/Principal | - |
Wells Fargo Alternative Asset Management LLC
 Wells Fargo Alternative Asset Management LLC Investment ManagersFinance Founded in 2002, Wells Fargo Alternative Asset Management LLC is a fund-of-hedge fund manager located in San Francisco. The firm is a wholly-owned subsidiary of Wells Fargo Investment Group, Inc., which is a wholly-owned subsidiary of Wells Fargo & Co. (NYSE: WFC). Wells Fargo Alternative Asset Management creates and serves as the advisor to investment products appropriate for sophisticated investors and certain institutional investors that have a relationship with a representative of one or more Wells Fargo & Co. affiliates including Wells Fargo Bank and Wells Fargo Advisors LLC. | President | - |
Wells Fargo Private Client Services
 Wells Fargo Private Client Services Investment ManagersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Private Client Services is a company that provides wealth management services. The company is based in Houston, TX. | Stratège de marché | - |
Cinque Partners LLC
 Cinque Partners LLC Investment ManagersFinance Founded in 2011, Cinque Partners LLC is a hedge fund manager located in Los Angeles, California. The firm provides discretionary advisory services to institutional investors and pooled investment vehicles. | Directeur en chef des Investissements | - |
Formation de Alan Robert Adelman
| Arizona State University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Cinque Partners LLC
Cinque Partners LLC Investment ManagersFinance Founded in 2011, Cinque Partners LLC is a hedge fund manager located in Los Angeles, California. The firm provides discretionary advisory services to institutional investors and pooled investment vehicles. | Finance |
Wells Fargo Alternative Asset Management LLC
Wells Fargo Alternative Asset Management LLC Investment ManagersFinance Founded in 2002, Wells Fargo Alternative Asset Management LLC is a fund-of-hedge fund manager located in San Francisco. The firm is a wholly-owned subsidiary of Wells Fargo Investment Group, Inc., which is a wholly-owned subsidiary of Wells Fargo & Co. (NYSE: WFC). Wells Fargo Alternative Asset Management creates and serves as the advisor to investment products appropriate for sophisticated investors and certain institutional investors that have a relationship with a representative of one or more Wells Fargo & Co. affiliates including Wells Fargo Bank and Wells Fargo Advisors LLC. | Finance |
Wells Fargo Private Client Services
Wells Fargo Private Client Services Investment ManagersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Private Client Services is a company that provides wealth management services. The company is based in Houston, TX. | Finance |
Angeles Investment Advisors LLC
Angeles Investment Advisors LLC Investment ManagersFinance Angeles Investment Advisors LLC (Angeles) is an independent multi-asset investment firm headquartered in Santa Monica, California. The firm was founded in 2001 by Leslie Kautz, Michael Rosen and Howard Perlow. Angeles builds customized portfolios for institutional and private wealth investors. | Finance |
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Finance |
