Adam Stern
Director of Research - Fxd Inc at Breckinridge Capital Advisors, Inc.
Profile
Mr. Adam Stern is a Co-Head of Research at Breckinridge Capital Advisors, Inc., a Member at National Association of Bond Lawyers and at National Federation of Municipal Analysts.
Mr. Stern is a member of the firm’s Investment Committee where he is jointly responsible for setting the firm’s investment outlook and the translation into portfolio strategy.
In his role, he heads Breckinridge’s municipal research efforts, contributes regular thought leadership and performs municipal credit analysis.
Mr. Stern also oversees Breckinridge’s systems for monitoring holdings and analyzing credit trends.
He has been with the firm since 2009 and has over 16 years of industry experience.
Prior to Breckinridge, he was the chief financial and policy analyst for Connecticut's Association of Towns and Cities.
Mr. Stern holds a B.A.
from Amherst College, a J.D.
from the University of Connecticut, and an M.P.A.
from the Maxwell School of Citizenship and Public Affairs at Syracuse University.
Adam Stern active positions
Companies | Position | Start |
---|---|---|
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Director of Research - Fxd Inc | 2009-08-31 |
National Association of Bond Lawyers
National Association of Bond Lawyers Miscellaneous Commercial ServicesCommercial Services National Association of Bond Lawyers engages in the provision of law services. The companywas founded on February 5, 1979 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 2011-09-06 |
National Federation of Municipal Analysts
National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA. | Corporate Officer/Principal | 2011-09-06 |
Former positions of Adam Stern
Companies | Position | End |
---|---|---|
Connecticut Association of Realtors, Inc.
Connecticut Association of Realtors, Inc. Miscellaneous Commercial ServicesCommercial Services Connecticut Association of Realtors, Inc. is a non-profit company based in East Hartford, CT. | Corporate Officer/Principal | - |
Training of Adam Stern
University of Connecticut | Graduate Degree |
Amherst College | Undergraduate Degree |
Syracuse University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Finance |
National Association of Bond Lawyers
National Association of Bond Lawyers Miscellaneous Commercial ServicesCommercial Services National Association of Bond Lawyers engages in the provision of law services. The companywas founded on February 5, 1979 and is headquartered in Chicago, IL. | Commercial Services |
National Federation of Municipal Analysts
National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA. | Commercial Services |
Connecticut Association of Realtors, Inc.
Connecticut Association of Realtors, Inc. Miscellaneous Commercial ServicesCommercial Services Connecticut Association of Realtors, Inc. is a non-profit company based in East Hartford, CT. | Commercial Services |
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