Chief Operating Officer
Current
Jul 2023 - Present
AeroLeads people directory · profile
Adan Galvan, Cfa Email & Phone Number
Chief Operating Officer
at
Ativo Capital Management LLC
1 work email found
@ativocapital.com
1 phone found area 312
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Operating Officer
Location
Northbrook, Illinois, United States
Company size
Who is Adan Galvan, Cfa? Overview
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Quick answer
Adan Galvan, Cfa is listed as Chief Operating Officer at Ativo Capital Management LLC, a company with 20 employees, based in Northbrook, Illinois, United States. AeroLeads shows a work email signal at ativocapital.com, phone signal with area code 312, and a matched LinkedIn profile for Adan Galvan, Cfa.
Adan Galvan, Cfa previously worked as Senior Portfolio Manager at Ativo Capital Management Llc and Director of Trading at Ativo Capital Management Llc. Adan Galvan, Cfa holds Mba, Finance from Loyola University Of Chicago - Graduate School Of Business.
Company email context
Email format at Ativo Capital Management LLC
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*@ativocapital.com
71% confidence
AeroLeads found 1 current-domain work email signal for Adan Galvan, Cfa. Compare company email patterns before reaching out.
Profile bio
About Adan Galvan, Cfa
Senior portfolio strategist/manager and investment operations leader with over 20 years of experience. Brings proven investment portfolio strategy, articulation, conceptualization, execution, and management. Known for disciplined investment leadership supported by insightful research, data, and analysis. Recognized as having sound judgment, attention to detail, and critical thinking. Is a strong brand advocate who works consistently with customers, stakeholders, and focuses on relationships. Has a passion for ownership, results orientation, and bias for action. A professional with refined communication and presentation skills. Builds and mentors high-performing teams. A sought-after team member. Relentless curiosity–always learning. Uncompromised integrity. Core Competencies• End-to-end portfolio construction and management• Equities, FX, alternatives• Institutional multi-asset portfolios• Strategic asset allocation/diversification• Financial modelling and analysis• Risk assessment, mitigation, compliance• Investment model design and implementation• Investment research, analysis• Investment operations technology and systems• Environmental, Social, Governance (ESG)
Listed skills include Equity Valuation, Trading, Equities, Portfolio Management, and 15 others.
Current workplace
Adan Galvan, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Ativo Capital Management Llc
5 roles
Adan Galvan, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager
Current· Portfolio manager for all Ativo domestic strategies including Smallcap, Midcap, Largecap, and Allcap portfolios. · On a weekly basis, review all portfolios and utilize quantitative tools to assist in stock selection, rebalancing, and optimization of the portfolios using custom risk models.· Oversaw the implementation of portfolio optimization software.
May 2006 - Present
Director Of Trading
· Responsible for execution of global equity and FX trades for $2B in assets at the firm peak.· Oversaw the implementation of the EZE Order Management System, and Bloomberg EMSX to manage/execute trades.· Implemented transaction cost analysis (TCA) processes to ensure best execution.· Maintain and establish all third party broker relationships including.
Jan 2010 - Aug 2023
Business Manager
Euphoria Design Inc.
- Directed financial management functions including development of monthly/quarterly financial statements, financial forecasts, and budgets
- Oversaw general accounting functions, including AR/AP, account reconciliation, tax filings, and cash management
- Implemented an accounting and payroll system that streamlined operations and reduced operating expenses
- Created and implemented project management plans
- Communicated and presented to potential clients, management, and sales associates
Feb 2005 - May 2006
Content Specialist
- Supervised 10 employees in the creation of over 1200 web documents, which receive thousands of page hits every day
- Coordinated with 10-15 professors at universities nationwide in creating online courses
- Programmed an XML document editor for use with the Connexions web interface
- Designed and implemented a usability study, which investigated non-intuitive design issues
- Composed and edited training materials which were used by thousands of authors nationwide
- Trained students, professors, and other authors in the use of the Connexions software
Jan 2002 - Jan 2005
Team & coworkers
Colleagues at Ativo Capital Management LLC
Other employees you can reach at ativocapital.com. View company contacts for 20 employees →
MB
Michael Brooks
Colleague at Ativo Capital Management LlcGreater Chicago Area, United States
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SH
Shirley Huang, Cpa, Cscp
Colleague at Ativo Capital Management LlcAurora, Illinois, United States, United States
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RB
Ricardo Bekin
Colleague at Ativo Capital Management LlcChicago, Illinois, United States, United States
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AM
Athang Mistry
Colleague at Ativo Capital Management LlcRiver Forest, Illinois, United States, United States
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Michael Brooks
Colleague at Ativo Capital Management LlcGreater Chicago Area, United States
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SH
Shirley Huang, Cpa, Cscp
Colleague at Ativo Capital Management LlcAurora, Illinois, United States, United States
View →
RB
Ricardo Bekin
Colleague at Ativo Capital Management LlcChicago, Illinois, United States, United States
View →
AM
Athang Mistry
Colleague at Ativo Capital Management LlcRiver Forest, Illinois, United States, United States
View →
2 education records
Adan Galvan, Cfa education
Bachelor Of Arts (B.A.), Psychology
FAQ
Frequently asked questions about Adan Galvan, Cfa
Quick answers generated from the profile data available on this page.
What company does Adan Galvan, Cfa work for?
Adan Galvan, Cfa works for Ativo Capital Management LLC.
What is Adan Galvan, Cfa's role at Ativo Capital Management LLC?
Adan Galvan, Cfa is listed as Chief Operating Officer at Ativo Capital Management LLC.
What is Adan Galvan, Cfa's email address?
AeroLeads has found 1 work email signal at @ativocapital.com for Adan Galvan, Cfa at Ativo Capital Management LLC.
What is Adan Galvan, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 312 for Adan Galvan, Cfa at Ativo Capital Management LLC.
Where is Adan Galvan, Cfa based?
Adan Galvan, Cfa is based in Northbrook, Illinois, United States while working with Ativo Capital Management LLC.
What companies has Adan Galvan, Cfa worked for?
Adan Galvan, Cfa has worked for Ativo Capital Management Llc, Euphoria Design Inc., and Connexions.
Who are Adan Galvan, Cfa's colleagues at Ativo Capital Management LLC?
Adan Galvan, Cfa's colleagues at Ativo Capital Management LLC include Michael Brooks, Shirley Huang, Cpa, Cscp, Ricardo Bekin, and Athang Mistry.
How can I contact Adan Galvan, Cfa?
You can use AeroLeads to view verified contact signals for Adan Galvan, Cfa at Ativo Capital Management LLC, including work email, phone, and LinkedIn data when available.
What schools did Adan Galvan, Cfa attend?
Adan Galvan, Cfa holds Mba, Finance from Loyola University Of Chicago - Graduate School Of Business.
What skills is Adan Galvan, Cfa known for?
Adan Galvan, Cfa is listed with skills including Equity Valuation, Trading, Equities, Portfolio Management, Asset Managment, Investments, Financial Analysis, and Financial Modeling.
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