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@stanfordalumni.org
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4 phones found area 312
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LinkedIn matched
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Adam Strauss is listed as CEO and Portfolio Manager at Pekin Hardy Strauss Wealth Management at Pekin Hardy Strauss Wealth Management, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at stanfordalumni.org, phone signal with area code 312, and a matched LinkedIn profile for Adam Strauss.
Adam Strauss previously worked as CEO and Portfolio Manager at Pekin Hardy Strauss Wealth Management and Board Director at Frontier Co-Op. Adam Strauss holds Mba, Business from Stanford University Graduate School Of Business.
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AeroLeads found 1 current-domain work email signal for Adam Strauss. Compare company email patterns before reaching out.
In my role at Pekin Hardy Strauss Wealth Management, I focus my efforts on working with our clients to keep them on track to meet their goals, building our firm into an exceptional research organization, and strengthening our value investing culture.Based in Chicago, Pekin Hardy Strauss Wealth Management has been helping its clients ensure that their investment portfolios support their goals and values for nearly three decades. We offer wealth management and investment management services to high net worth individuals, registered investment advisors, family offices, foundations, endowments, corporate retirement plans, and investment consultants. We view ourselves as a steward of our clients’ investments, and we work closely with our clients to develop customized financial plans and investment portfolios that reflect not only our clients’ needs and goals, but also their social and environmental values. Our team employs a Warren Buffet-style value investing approach to make disciplined, contrarian investment decisions with the goal of generating market-beating returns over the long term. Through Appleseed Capital, our institutional investment management arm, we provide funds and strategies for investors around the country who want to ensure that their long-term returns can support their values through impact and environmental, social, and corporate governance (ESG) investing. Pekin Hardy Strauss is employee-owned and always acts as a fiduciary with its clients and investors. At all times, and in all situations, the team’s clients and investors come first. We are committed to managing investment portfolios and conducting our business operations with the highest level of integrity. Our team combines decades of experience to deliver a highly personalized level of service to our clients and help them invest in a way that reflects their financial needs, their life goals, and their values.
Listed skills include Value Investing, Wealth Management, Risk Management, Impact Investing, and 20 others.
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I have been a portfolio manager at Pekin Hardy Wealth Management since 2004 and have served as co-CEO since 2014. I lead our research team’s efforts in developing outstanding research ideas, manage client investment portfolios, facilitate our investment advisors’ efforts in helping the firm’s long-term clients reach their financial goals, work on building.
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Adam Strauss works for Pekin Hardy Strauss Wealth Management.
Adam Strauss is listed as CEO and Portfolio Manager at Pekin Hardy Strauss Wealth Management at Pekin Hardy Strauss Wealth Management.
AeroLeads has found 1 work email signal at @stanfordalumni.org for Adam Strauss at Pekin Hardy Strauss Wealth Management.
AeroLeads has found 4 phone signal(s) with area code 312 for Adam Strauss at Pekin Hardy Strauss Wealth Management.
Adam Strauss is based in Greater Chicago Area, United States, United States while working with Pekin Hardy Strauss Wealth Management.
Adam Strauss has worked for Pekin Hardy Strauss Wealth Management, Frontier Co-Op, and Equipnet, Inc..
You can use AeroLeads to view verified contact signals for Adam Strauss at Pekin Hardy Strauss Wealth Management, including work email, phone, and LinkedIn data when available.
Adam Strauss holds Mba, Business from Stanford University Graduate School Of Business.
Adam Strauss is listed with skills including Value Investing, Wealth Management, Risk Management, Impact Investing, Financial Analysis, Investment Valuation, Equity Research, and Fixed Income.
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