Adam Thayer, Cfa Email & Phone Number

Bloomfield Hills, Michigan, United States

Birmingham, Michigan, United States

Responsibilities include trading, hedging, and monitoring MBS positioning across multiple strategies, including mutual funds and SMAs, with a focus on specified pools, Agency CMOs and TBA. As a voting member of the investment committee, I work to identify, quantify, and communicate risks throughout our portfolios and collaborate with other PMs to right-size those risks across strategies. Responsible for trading derivatives, including Treasury Futures, Foreign Currency Futures and Equity Index Futures to hedge, initiate, or maintain exposures based on risk targets. Responsible for managing all aspects of our municipal bond portfolios, including trading, duration/yield-curve positioning, credit analysis and selection, in strategies ranging from ultra-short cash alternatives to intermediate maturity mandates. Client types have included family office, common trust fund, insurance company, financial institutions, and high net-worth individuals. Municipal strategy has outperformed its benchmark net-of-fees over YTD, one-, two-, three-, five-, and seven-year time periods (thru 5/31/2023).

Birmingham, Michigan, United States

Responsible for management of the Munder Tax-Free Money Market Fund, executing trades in short notes, TE CP, VRDNs, and Repo in accordance with rule 2a-7. Monitored cash flows, duration/yield-curve positioning, and credit exposure in our three municipal bond funds and dozens of SMAs, while actively trading and performing credit analysis and security selection to implement our strategy. As co-manager of the Munder Tax-Free Short & Intermediate Bond Fund, earned the Lipper Fund Award in three consecutive years (2009-2011) covering four time periods. The fund maintained top-decile performance over one-, three-, and five-year time periods amongst our peers at the time of closing (2012).

Birmingham, Michigan, United States

Monitored asset allocations, durations, and cash flows for our SMAs, wrap accounts and funds totaling over $1 Billion in assets. Executed trades across Comerica Bank trust accounts within trust guidelines. Performed credit analysis, security selection and trading in both new issue and secondary markets, while maintaining relationships with over fifty broker/dealers to maximize execution levels for our clients’ portfolios.

Troy, Michigan

Analyzed client financial information in order to create comprehensive plans, allowing our clients to achieve their financial goals within their individual risk tolerances.

Detroit, Michigan, United States

Worked in the company's equity trader trainee program while earning the Series 7, 63 and 55 licenses.

Bachelor Of Arts - Ba, Finance

Finance, General