Adam M. Betancourt, Cfa Email & Phone Number

United States

New York, Ny

Portfolio Manager: Strategic Growth Strategy CTF (Internal Proprietary GARP Equity Strategy) - Benchmark: Russell 1000 Growth- Top-down security selection with a technically-driven sell discipline - Actively driving investment decisions, risk mitigation, and rebalancing on a team of four investment professionalsPortfolio Manager: Private Wealth- Providing customized investment solutions for complex high net wealth clients and institutions- Highly involved in the sales process from pitch and proposal to implementation - Responsibilities include portfolio construction, wealth forecasting, asset allocation planning, trading, rebalancing, and investment analysis

Published numerous actionable investment analysis and advice articles with 100,000+ page views to-date.

New York, Ny

Plantation, Fl

• Devised a financial derivative structure internally to mitigate $5M in Forex risk• Designed and built the finance and accounting policy infrastructure for Government defense contracts at a $3.4 billion, publically-traded technology company• Constructed a dynamic Business Process Outsourcing Opportunity Financial Model - Drastically reduced analysis time for the company’s SVP of Operations - Automated data entry, analysis, and strategy development to eliminate possibility of error

Roger Williams University

Responsibilities include task delegation, investment oversight, objective analysis, portfolio assessment, and other managerial tasks. During this period, I also became a co-founding director of a second ($50,000) portfolio with an entirely different objective.

Center For Advanced Financial Education

Student Fund Manager: Hand-selected to create and manage a $100,000 (real dollar) “large-cap blend” portfolio with nine other students in the Mario J. Gabelli School of Business. Responsibilities include detailed economic analysis and reporting, examination of micro/macroeconomic trends, equity-specific research, portfolio construction, portfolio reallocation, performance analysis, and financial modeling. In my first semester as a student fund manager, our portfolio beat all of our benchmarks as well as the broader market on a risk-adjusted level (Alpha, Treynor Measure, and Sharpe Ratio).

Rye, Ny

Operations Department- Performed custodial bank reconciliations for private accounts, prepared an equity research report, helped to construct reports for daily mutual fund activity.

Master'S Degree, Finance

Activities and Societies: Fordham Graduate Finance Society, Fordham Graduate Global Professional Society

Bachelor'S Degree, Finance

Activities and Societies: Delta Sigma Pi (International Business Fraternity)- Nu Sigma Chapter, Inter-Class Council Advisory Committee.

High School Diploma

Activities and Societies: Captain- RHS Swim Team, RHS Spring Track and Field, S.A.D.D.