Adam Whitman

Adam Whitman Email and Phone Number

Client Partner Group at Sculptor Capital Management @ Sculptor Capital Management
Adam Whitman's Location
New York, New York, United States, United States
Adam Whitman's Contact Details

Adam Whitman personal email

n/a
About Adam Whitman

Financial Services business development professional experience raising assets, developing and retaining strong client relationships across multiple channels within U.S. Private Wealth. Partner with sales teams and executive management to prospect/explore underdeveloped segments, fundraise for new product launches, provide investment solutions and grow market share via targeted strategies and campaigns.

Adam Whitman's Current Company Details
Sculptor Capital Management

Sculptor Capital Management

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Client Partner Group at Sculptor Capital Management
Adam Whitman Work Experience Details
  • Sculptor Capital Management
    Client Partner Group
    Sculptor Capital Management Jul 2024 - Present
    New York, New York, Us
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  • The Carlyle Group
    Regional Director | Southwest Ria, Family Wealth
    The Carlyle Group Nov 2022 - Apr 2024
    Washington, Dc, Us
    Member of Carlyle Global Wealth team, responsible for relationships and fundraising initiatives for alternative asset management firm with over $425B AUM. Coverage included Registered Investment Advisors (RIAs) & Multi-Family Offices across Southern CA, CO, UT, AZ & NM.
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  • Capital Dynamics
    Vice President- U.S. Private Wealth, Business Development
    Capital Dynamics Sep 2018 - Oct 2022
    Zug, Zug, Ch
    Reported directly to the Head of Business Development. Responsible for all relationships and fundraising initiatives for the U.S. Private Wealth Channel covering RIA's, Multi-Family Offices, and High Net Worth Individuals across the U.S. Capital Dynamics is a independent, private alternative asset management firm with over $16 billion in assets under management across various capabilities in alternative investments.
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  • Lord, Abbett & Co. Llc
    Regional Representative- Northeast U.S.
    Lord, Abbett & Co. Llc Sep 2017 - Aug 2018
    Jersey City, New Jersey, Us
    As an Regional Representative, I engage with Edward Jones Financial Advisors to enrich existing relationships and create new relationships within the Northeast Territory region of the U.S. In order to meet the investment needs of their clients, I consult on behalf of Lord Abbett by providing investment solutions and capital markets updates to these Advisors to enhance their practice. My goal is to elevate the investment conversation and thoughtfully position Lord Abbett investment products through a consultative approach & process.
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  • Lord, Abbett & Co. Llc
    Advisor Consultant
    Lord, Abbett & Co. Llc Jul 2014 - Aug 2017
    Jersey City, New Jersey, Us
    As an Advisor Consultant I engage with Financial Advisors to enrich existing relationships and create new relationships within the Dallas, TX region of the United States. I partner with these intermediaries and work with the resources in Lord Abbett’s home office to help deliver an experience that exceeds expectations. My collaborative approach involves sharing Lord Abbett’s perspective on the capital markets, demonstrating deep knowledge of the firm’s investment offerings, and leveraging its extensive resources. My goal is to elevate the investment conversation and thoughtfully position Lord Abbett investment products as intelligently designed solutions.
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  • Sentinel Solutions
    Support Advisor
    Sentinel Solutions Jun 2013 - Mar 2014
    Analyzed individual financial needs, prepared financial consultation reports, and assisted the presentation of these reports to high net-worth individuals. These reports were prepared using industry-standard financial planning software. Obtained licensure as an insurance agent for Life, Accident, and Health in New York state.

Adam Whitman Skills

Social Media Facebook Microsoft Office Great Motivator People Oriented Employee Loyalty Finance Powerpoint Data Analysis Wealth Management Team Leadership Innovator Asset Management Financial Analysis Solution Focused Energetic Team Player Task Driven Resilience Reliable Humor Loyal Twitter Public Speaking Leadership Investments Time Management Healthcare Emoney Advisor

Adam Whitman Education Details

  • Syracuse University
    Syracuse University
    Political Science
  • Mountain Lakes High School
    Mountain Lakes High School

Frequently Asked Questions about Adam Whitman

What company does Adam Whitman work for?

Adam Whitman works for Sculptor Capital Management

What is Adam Whitman's role at the current company?

Adam Whitman's current role is Client Partner Group at Sculptor Capital Management.

What is Adam Whitman's email address?

Adam Whitman's email address is aw****@****dyn.com

What schools did Adam Whitman attend?

Adam Whitman attended Syracuse University, Mountain Lakes High School.

What are some of Adam Whitman's interests?

Adam Whitman has interest in Social Services.

What skills is Adam Whitman known for?

Adam Whitman has skills like Social Media, Facebook, Microsoft Office, Great Motivator, People Oriented, Employee Loyalty, Finance, Powerpoint, Data Analysis, Wealth Management, Team Leadership, Innovator.

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