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Adam Marcellus, Mba Email & Phone Number

Relationship Manager at Corey Wealth Partners
Location: Boston, Massachusetts, United States 8 work roles 2 schools
1 phone found area 617 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 phone

Direct phone (617) ***-****
LinkedIn Profile matched
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Current company
Corey Wealth Partners
Role
Relationship Manager
Location
Boston, Massachusetts, United States
Company size
916 employees

Who is Adam Marcellus, Mba? Overview

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Quick answer

Adam Marcellus, Mba is listed as Relationship Manager at Corey Wealth Partners, a company with 916 employees, based in Boston, Massachusetts, United States. AeroLeads shows phone signal with area code 617 and a matched LinkedIn profile for Adam Marcellus, Mba.

Adam Marcellus, Mba previously worked as Vice President, Senior Pooled Product Specialist at Loomis, Sayles & Company and Senior Pooled Product Specialist at Loomis, Sayles & Company. Adam Marcellus, Mba holds Master Of Business Administration (Mba), Finance Concentration W/ Investment Track from Babson College - Franklin W. Olin Graduate School Of Business.

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Email format at Corey Wealth Partners

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Corey Wealth Partners

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Profile bio

About Adam Marcellus, Mba

Adam Marcellus, Mba is a Relationship Manager at Corey Wealth Partners.

Current workplace

Adam Marcellus, Mba's current company

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Corey Wealth Partners
Corey Wealth Partners
Relationship Manager
Philadelphia, PA, US
Website
loomissayles.com
Employees
916
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Company profile
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8 roles

Adam Marcellus, Mba work experience

A career timeline built from the work history available for this profile.

Vice President, Senior Pooled Product Specialist

Current
Loomis, Sayles & Company

Boston, Massachusetts, United States

  • Managed contract negotiations between legal counsel, C-suite executives, custodians, and clients to successfully invest institutional clients into various investment products.
  • Project lead for internal trading procedures reducing trade processing times from days to minutes, resulting in processing 2k+ trades per year with 0.1% trade errors.
  • Project lead working with technology team to create an open architecture platform that showcases trades, allowing investment teams to better understand the flow of capital throughout the firm,resulting in better cash.
  • Developed an excel model to improve trade reporting efficiency.
Mar 2021 - Present

Equity Research Analyst (Consumer Staples Sector)

Babson College

Serving as an equity research analyst on the Babson College Fund where our objective was to outperform our benchmark with fundamental and quantitative research.

Jul 2018 - May 2019

Financial Advisor

Merrill Lynch

Greater Boston Area

  • Studied market trends and created customized investment portfolios for clients primarily built around asset allocation and investment screens.
  • Developed models to recommend investment products (i.e. annuities, equities, mutual funds, etc.) and services that were suitable for prospects and clients based on their objectives, risk profile, and time horizon.
  • Consulted with clients to understand their financial needs/goals; built a multi-million-dollar advisory business.
Sep 2012 - Feb 2015

Financial Executive

Trilogy Financial Services
  • Established practice through networking and business development opportunities.
  • Provided financial planning services and investment advice to businesses and individuals.
  • Assessed client’s financial objectives and made recommendations to help clients achieve both their short and long-term financial goals.
May 2011 - Sep 2012

Hedge Fund Account Analyst

Sei

Greater Philadelphia Area

  • Managed client hedge fund accounts consisting of fixed income, equities, derivatives, and FX positions.
  • Managed $100+ million fund within six months of joining team and adapted to changing business environment.
Jul 2008 - May 2011
Team & coworkers

Colleagues at Corey Wealth Partners

Other employees you can reach at loomissayles.com. View company contacts for 916 employees →

TP Trinity Pleyades Trinity Pleyades Colleague at Corey Wealth Partners Spain, Spain View → NR Nicole Roy Ranzinger Nicole Roy Ranzinger Colleague at Corey Wealth Partners Boston, Massachusetts, United States, United States View → MF Michael Finocchi, Caia Michael Finocchi, Caia Colleague at Corey Wealth Partners Boston, Massachusetts, United States, United States View → JP Joe Prestamer Joe Prestamer Colleague at Corey Wealth Partners Greater Chicago Area, United States View → AQ Aaron Quist Aaron Quist Colleague at Corey Wealth Partners Bridgewater, Massachusetts, United States, United States View → LS Luke Schaeffer Luke Schaeffer Colleague at Corey Wealth Partners Sarasota, Florida, United States, United States View → AW Alexandra Wu Alexandra Wu Colleague at Corey Wealth Partners United States, United States View → TW Teresa Woo Teresa Woo Colleague at Corey Wealth Partners Boston, Massachusetts, United States, United States View → DS Darcie Sunnerberg Darcie Sunnerberg Colleague at Corey Wealth Partners Burlington, Massachusetts, United States, United States View → PH Peter Hong Chen Peter Hong Chen Colleague at Corey Wealth Partners Massachusetts, United States, United States View →
2 education records

Adam Marcellus, Mba education

FAQ

Frequently asked questions about Adam Marcellus, Mba

Quick answers generated from the profile data available on this page.

What company does Adam Marcellus, Mba work for?

Adam Marcellus, Mba works for Corey Wealth Partners.

What is Adam Marcellus, Mba's role at Corey Wealth Partners?

Adam Marcellus, Mba is listed as Relationship Manager at Corey Wealth Partners.

What is Adam Marcellus, Mba's phone number?

AeroLeads has found 1 phone signal(s) with area code 617 for Adam Marcellus, Mba at Corey Wealth Partners.

Where is Adam Marcellus, Mba based?

Adam Marcellus, Mba is based in Boston, Massachusetts, United States while working with Corey Wealth Partners.

What companies has Adam Marcellus, Mba worked for?

Adam Marcellus, Mba has worked for Corey Wealth Partners, Loomis, Sayles & Company, Babson College, Merrill Lynch, and Trilogy Financial Services.

Who are Adam Marcellus, Mba's colleagues at Corey Wealth Partners?

Adam Marcellus, Mba's colleagues at Corey Wealth Partners include Trinity Pleyades, Nicole Roy Ranzinger, Michael Finocchi, Caia, Joe Prestamer, and Aaron Quist.

How can I contact Adam Marcellus, Mba?

You can use AeroLeads to view verified contact signals for Adam Marcellus, Mba at Corey Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Adam Marcellus, Mba attend?

Adam Marcellus, Mba holds Master Of Business Administration (Mba), Finance Concentration W/ Investment Track from Babson College - Franklin W. Olin Graduate School Of Business.

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