Adam Frej specializes in portfolio management with regards to forecast valuations and risk diversification. His passion and dedication is in growing smaller businesses and helping them obtain greater wealth and success.
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Founding DirectorFrej Capital Jan 2021 - PresentNew Jersey, United States• Frej Capital manages investment vehicles designed to generate superior risk adjusted returns on capital through alternative diversification strategies. • Frej Capital focuses primarily on equities with weights in commodities and foreign exchange operating as a long/short fund -
FounderEverest By Frej Capital Jul 2021 - PresentDelaware, United StatesEverest is a subscription based service where retail investors have access to hedge fund knowledge and trades. Our traders cover a wide variety of markets including, but not limited to Equities, Forex, Crypto Currency, and Hedging -
Head Of FinanceCollect May 2020 - May 2021New York City Metropolitan Area• Forecast Valuations and Projections• Manage P/L • Maintain Financials
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Portfolio ManagerSilver Edge Financial May 2019 - May 2020New Jersey, United States• Specialized in pre initial public offering equities
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Portfolio ManagerRiver Capital Group Holdings May 2018 - May 2019New York, New York, United States• Built and manage pro-forma • Performed projection analysis on stocks and new prospected companies based on financials• Analyze investment pitches and executive summaries• Reconstruct P/L charts and forecast valuations -
DirectorQuinnipiac Investment Club Sep 2016 - Sep 2018Hamden, Connecticut, United States• Taught students about the financial markets• Ran stock simulation (Paper Trading) competitions• Taught basics to Bloomberg Terminals
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Junior Portfolio ManagerQuinnipiac Endowment Fund Sep 2017 - May 2018Hamden, Connecticut, United States• Team managed 2.5 million in AUM• Responsible for monitoring healthcare sector and reviewing fund performance, asset allocations and recommending specific stocks for purchase
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Co-ChairGlobal Asset Management Education Feb 2016 - Jan 2018New York City Metropolitan Area• Organized conference for Global Asset Management Education forum with over 1500 attendees and over 160 universities• Managed budgeting and presented to the student government association finance board for approval of planned trips and investment club budget
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Financial AnalystGoldman Sachs May 2017 - Sep 2017Dallas, Texas, United States -
Financial AnalystValens Research May 2016 - Sep 2016New York, New York, United States• Presented analytical research on interesting equity trends to fund director and received active feedback• Worked with fund director to understand position sizing, market beta analysis, fund allocation strategy • Read and reviewed market macro reports, financial statements, DCF models, and company specific reports
Adam Frej Education Details
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Master Of Business Administration - Mba
Frequently Asked Questions about Adam Frej
What company does Adam Frej work for?
Adam Frej works for Frej Capital
What is Adam Frej's role at the current company?
Adam Frej's current role is Founding Director at Frej Capital.
What schools did Adam Frej attend?
Adam Frej attended Harvard University, Quinnipiac University.
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