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Career Highlights:James “Tim” Adler is a highly skilled, experienced investment professional, having worked in a variety of senior roles within top-tier buy side organizations for more than 25 years. His expertise includes active investment strategies, companies and industries in all parts of the investment universe; models of corporate value creation, investment commentary, corporate governance, business development, and nonprofit management.A strong advocate for the rights of individual investors, since 2016 Tim has consulted for wealth advisory clients, helping them to "manage their managers." In this capacity, he provides a common analytical framework and enables clients to understand investment rationales, themes, exposures, and hidden fees, independent of their managers. Tim provides similar services business-to-business as an expert network consultant for GLG. Through his blog, "Tim's Investment Truths," he helps to educate the public on how best to hold their wealth managers accountable. Tim is also Vice President of the Board of Student Advocacy, a Westchester nonprofit.From September 2012 to November 2015, Tim was a Partner, Principal and Senior Investment Professional with Emerson Capital, a long-short equity fund which he successfully relaunched with a partner. In addition to participating in the investment process and managing fund operations, he brought in a core of new individual investors and was instrumental in attracting a large financial. sponsor, for total commitments of close to $100 million.From 2000 to 2010, Tim was a portfolio manager and senior research analyst at JP Morgan Asset Management (originally JP Morgan Investment Management), focused on small cap and mid cap stocks. In early 2004, he became co-portfolio manager for all actively managed small cap assets.
Gershon Lehrman Group (Glg)
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Expert Network ConsultantGershon Lehrman Group (Glg)New York, Ny, Us
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Consultant To Wealth Advisory ClientsAdler Consulting Jan 2016 - Present• Advocate for individual investors, providing independent reviews and consultations on their holdings, empowering them to hold their managers accountable.• Oversee managers; review securities, overall exposures, macro assumptions, and account administration; offer recommendations.• Advise a former investor, a $1 billion relationship, on his equity holdings.
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Expert Network ConsultantGershon Lehrman Group (Glg) Nov 2018 - Present•Provide business and industry overviews and insights. •Help to identify pathways for creating value based on business models and industry dynamics.
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Vice President And Member Of Board; Member Of Executive, Governance, And Finance CommitteesStudent Advocacy (Education Nonprofit) Mar 2017 - Present•Help to oversee the organization, implement its mission to secure special services in the classroom on behalf of families in need.
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Principal, PartnerEmerson Capital Sep 2012 - Jan 2016•Senior investment professional and partner in investment processResponsible for all aspects of business development. •Successfully took assets from $5 million to close to $100 million in 13 months by bringing in individual investors and managing the process for winning a large institutional mandate.•Oversaw all aspects of business operations, including offshore fund launch, for first 18 months of tenure.
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Co-Portfolio ManagerParadigm Capital Management Jun 2010 - Sep 2012•Directly managed portion of assets in equty long-short strategy•Supported overall equity long-short strategy•Helped to build assets by introducing new investors
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Portfolio Manager And Research AnalystJ.P. Morgan Asset Management Sep 2000 - Jan 2010J.P. Morgan Asset ManagementVice President, U.S. Equities, Small cap portfolio manager and senior research analyst.• Portfolio manager, Small Cap Value Strategy (2002-2009), including JP. Morgan Strategic Small Cap Value Fund. Performance in excess of benchmark on a 1, 3 and 5 year basis. Additional data available upon request.• Led 3 person group while working closely with broader JP Morgan Asset Management team.• Senior small and midcap research analyst (2000-2010). Industry concentrations included energy, basic materials, services, staples, and consumer and industrial cyclicals.• Analyst and Co-Portfolio Manager (2002-2004), small cap core assets. Responsible for value investing and corresponding research conclusions. -
Senior Research Analyst / Manager / Vice PresidentBrown Brothers Harriman Nov 1996 - Sep 2000 -
Research Analyst / AssociateGoldman Sachs Asset Management 1992 - 1996
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Summer Research AssociateJp Morgan Investment Management Jun 1991 - Aug 1991
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Analyst / Associate, Mergers And AcquisitionsLazard Freres & Co. Aug 1987 - Jun 1990
Tim Adler Skills
Tim Adler Education Details
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Finance -
Haverford CollegePhilosophy
Frequently Asked Questions about Tim Adler
What company does Tim Adler work for?
Tim Adler works for Gershon Lehrman Group (Glg)
What is Tim Adler's role at the current company?
Tim Adler's current role is Expert Network Consultant.
What is Tim Adler's email address?
Tim Adler's email address is ti****@****zon.net
What is Tim Adler's direct phone number?
Tim Adler's direct phone number is +121220*****
What schools did Tim Adler attend?
Tim Adler attended Yale School Of Management, Haverford College.
What skills is Tim Adler known for?
Tim Adler has skills like Portfolio Management, Strategy, Equities, Management, Equity Research, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Valuation, Investments, Mutual Funds.
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