Adam Souliere, CFA
Vice President, Portfolio Management
As Vice President, Portfolio Management, Adam oversees various aspects of client relationships including working directly with clients to develop portfolio asset allocation, diligently monitoring client portfolios and developing and preparing client Investment Policy Statements. Adam also attends investment manager meetings and serves as a mentor for the Associate Portfolio Managers.
Previously, Adam was a Vice President in the Investments Group at iStar Financial, a commercial real estate investment trust in New York. In this role, he evaluated and underwrote debt and equity investment opportunities across all major property types including office, multifamily, lodging and retail.
- Master of Business Administration from the Darden School at the University of Virginia
- Bachelor of Business Administration in Finance from the University of Massachusetts Amherst
ACHIEVEMENTS AND POSTS
- Chartered Financial Analyst (CFA) Charterholder
- Member, CFA Society Boston