Scott Glickman, CFA, CAIA

Global Business Development at Adrian Lee & Partners – Active Asset and Currency Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Series 3
    FINRA
    May, 2023
    - Oct, 2024
  • CAIA Charterholder
    CAIA Association
    Oct, 2008
    - Oct, 2024
  • Canadian Securities Course
    Canadian Securities Institute
  • Chartered Financial Analyst (CFA)
    CFA Institute
  • Chartered Financial Analyst (CFA) Certificate in ESG Investing
    CFA Institute
  • Series 24
    FINRA
  • Series 63
    FINRA
  • Series 65
    FINRA
  • Series 7
    FINRA

Experience

  • Adrian Lee & Partners – Active Asset and Currency Management
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Global Business Development
      • Jun 2022 - Present

      Global sales of Active Currency and Global Macro strategies to global institutions and Consultants. Global sales of Active Currency and Global Macro strategies to global institutions and Consultants.

  • FQS Capital Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director - Marketing & Investor Relations
      • Jun 2016 - Jun 2022

      Responsible for Sales and Investor Relations of quantitatively driven hedge fund products in North America. Responsible for Sales and Investor Relations of quantitatively driven hedge fund products in North America.

  • Craddock & Co.
    • Greater New York City Area
    • Strategic Advisor/Consultant
      • Jul 2015 - Jun 2016

      Sales of long only and alternative investment strategies for European and US based clients with specific focus on Global Equities, Agriculture, ESG Emerging Market and Event Driven strategies. Sales of long only and alternative investment strategies for European and US based clients with specific focus on Global Equities, Agriculture, ESG Emerging Market and Event Driven strategies.

  • UBP - Union Bancaire Privée
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Managing Director, Sales & Marketing
      • Sep 2013 - Apr 2015

      Sales and service of hedge fund strategies, managed accounts, and advisory services to institutional clients in the Americas. Sales and service of hedge fund strategies, managed accounts, and advisory services to institutional clients in the Americas.

  • Man FRM
    • Investment Management
    • 1 - 100 Employee
    • Client Portfolio Management
      • Jun 2010 - Jul 2013

      Product Specialist, liaison between Portfolio Management and Institutional Sales and Marketing groups. Product Specialist, liaison between Portfolio Management and Institutional Sales and Marketing groups.

  • Advent Capital Management, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Managing Director
      • Mar 2009 - Jun 2010

      Marketing of Convertible Bonds and Hedge Funds Marketing of Convertible Bonds and Hedge Funds

  • Ivy Asset Management
    • Investment Management
    • 1 - 100 Employee
    • Co-Head of Client Development
      • Mar 2001 - Jan 2009

      Responsible for marketing and client service efforts in the Northeast, Midwest, West Coast, and Canada Sales and service of hedge fund products to institutional clients in Asia, Europe, and Latin America Responsible for marketing and client service efforts in the Northeast, Midwest, West Coast, and Canada Sales and service of hedge fund products to institutional clients in Asia, Europe, and Latin America

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Portfolio Manager
      • Feb 1997 - Jan 2001

      Manage assets for high net-worth individuals, endowments, and foundations. Managed balanced portfolios with assets of 350 million dollars Co-Portfolio Manager for J.P. Morgan Equity & Convertible Bond Fund Manage assets for high net-worth individuals, endowments, and foundations. Managed balanced portfolios with assets of 350 million dollars Co-Portfolio Manager for J.P. Morgan Equity & Convertible Bond Fund

Education

  • Questrom School of Business, Boston University
    BSBA, Finance
    1988 - 1992

Community

You need to have a working account to view this content. Click here to join now