Joseph Adie, Cfa Email & Phone Number

Newark, Delaware, Us

East Coast Stainless was founded on the commitment to serve the unmet stainless-steel and specialty alloy needs of the Greater New York Area. Over the past 30+ years, we have served as the trusted alloy specialist to thousands of companies, projects, and communities. As a stocking end distributor of stainless-steel piping products, we supply pipe, tubing, valves, fittings, flanges, sanitary products, bar, plate, and sheet in a variety of metal grades.

Wayne, Pennsylvania, Us

Contributed to all aspects of transactions including initial due diligence, financial modeling, debt financing, management discussions, bid letter submissions, and exit planning

Philadelphia, Pa, Us

• Financial sector analyst for $1.2 million student run equity portfolio of the Drexel University endowment fund• Evaluated the financial holdings of the fund to recommend sell orders and potential equity investments based on discounted cash flow models, market multiples, and financial reporting normalization of accounting estimates, methods, and standards• Forecast global market conditions by analyzing macroeconomic indicators, aggregate equity indices, forward multiple valuation, insider trading activity, short interest levels, and consensus growth estimates• Presented quarterly portfolio performance attribution, recent sector trends, value realization catalysts, and GICS industry-level growth projections in 30+ page written report utilizing Bloomberg, FactSet, and IBISWorld reports• Developed Gordon growth DDM derived P/E, P/AFFO, and P/TBV relative value model screens to identify market mispricing through cross-sectional regression of valuation, growth and risk metrics

Wilmington, De, Us

• Evaluated 250+ leverage buyout, venture capital, mezzanine, distressed debt, secondary, and real estate funds utilizing Bloomberg, Preqin, and PrivCo• Formulated initial metrics, track record deconstructions, and cash flow forecast models of 30+ GP prior fund portfolios to evaluate long term value theses• Reviewed private placement memorandums and limited partnership agreements of 15+ private equity funds to assess alignment of interests between partner classes• Assisted in compilation of quarterly portfolio reports comparing fund performance against Burgiss, NCREIF, S&P 500, and fixed income index benchmarks• Developed money-weighted and time-weighted performance Microsoft Excel reports utilizing H-lookup, V-lookup, pivot table, and macro functions• Generated secondary sale model of prospective real estate holdings through asset-level valuation in market multiple, profitability, and solvency ratio analyses• Appraised $25+ million investment vehicle through fund-level discounted cash flow models, GP annual meeting discussions, financial statement evaluations, and liquidation scenario analyses

New York, Us

• Prepared federal, state, and local tax returns for corporations, s-corporations, partnerships, trusts, estates, and high-net worth individuals with multi-state filings • Evaluated tax-loss harvesting, revenue recognition, retirement plan utilization, charitable contribution, and cost basis reconciliation opportunities for eligible clients • Analyzed financial reports in litigation engagements and employed professional skepticism toward company internal controls• Maintained records of financial transactions by establishing general ledger accounts and forming journal entries to compile financial statements in QuickBooks

Bachelor Of Science (Bs), Finance

High School Dual Enrollment Classes, Dual