Conrad Adam, CFA

Portfolio Manager at Elgethun Capital Management, Inc
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Feb, 2021
    - Oct, 2024

Experience

  • Elgethun Capital Management, Inc
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager
      • May 2022 - Present
  • Hirtle, Callaghan & Co.
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Management Associate
      • Jun 2021 - Jun 2022

      Portfolio Management Associate serving ultra-high-net-worth families, foundations and endowments at Hirtle Callaghan. Hirtle Callaghan is widely known as a pioneer of the Outsourced CIO model, having served clients for over 30 years. Portfolio Management Associate serving ultra-high-net-worth families, foundations and endowments at Hirtle Callaghan. Hirtle Callaghan is widely known as a pioneer of the Outsourced CIO model, having served clients for over 30 years.

  • Abbot Downing
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Investment Analyst
      • Jul 2018 - Jun 2021

      Investment Analyst serving ultra-high-net-worth families, foundations and endowments at Abbot Downing. Duties include investment strategy and implementation within the $50M+ client asset segment. Manage portfolios through a full-service, Outsourced Chief Investment Officer (OCIO) approach. Investment Analyst serving ultra-high-net-worth families, foundations and endowments at Abbot Downing. Duties include investment strategy and implementation within the $50M+ client asset segment. Manage portfolios through a full-service, Outsourced Chief Investment Officer (OCIO) approach.

  • South Dakota Board of Regents
    • United States
    • Education Administration Programs
    • 1 - 100 Employee
    • Student Regent
      • May 2016 - May 2018

      Full voting member of the board governing South Dakota’s six state universities and two special schools Full voting member of the board governing South Dakota’s six state universities and two special schools

    • Wealth & Investment Management Intern
      • Jun 2017 - Aug 2017
  • State of South Dakota
    • United States
    • Government Administration
    • 700 & Above Employee
    • Budget Analyst Intern
      • May 2016 - Aug 2016

      The Bureau of Finance and Management advises the Governor on overall fiscal policy and promotes the efficient and effective fiscal management of the state of South Dakota. The Bureau of Finance and Management advises the Governor on overall fiscal policy and promotes the efficient and effective fiscal management of the state of South Dakota.

  • South Dakota Community Foundation
    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Foundation Intern
      • May 2015 - Aug 2015

      The South Dakota Community Foundation manages over $560 million in assets for more than 1,050 endowed funds. They also provide grants and administrative support to nonprofit organizations and serve as a philanthropic resource for donors, advisors, and nonprofits throughout South Dakota. The South Dakota Community Foundation manages over $560 million in assets for more than 1,050 endowed funds. They also provide grants and administrative support to nonprofit organizations and serve as a philanthropic resource for donors, advisors, and nonprofits throughout South Dakota.

Education

  • University of South Dakota Beacom School of Business
    Bachelor of Business Administration - BBA, Finance & Accounting
    2014 - 2018
  • University of South Dakota Beacom School of Business
    2014 - 2018

Community

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