Daniel Rothschild Adler
Portfolio Manager-Fixed Income at Ullico Investment Advisors, Inc.
Profile
Mr. Daniel R.
Adler is a Senior Portfolio Manager at Ullico Investment Advisors, Inc. In this role, he analyzes, trades, and manages fixed-income securities and portfolios.
Prior to joining UIA-IM, Mr. Adler served as the Director of Securitized Assets and Senior Portfolio Manager for the Agency MBS strategy at Amundi Smith Breeden.
In managing mortgage- benchmarked accounts for central banks and sovereign entities, he has delivered MBS and CMBS presentations at seminars including the Bank for International Settlements and the Commercial Mortgage Securities Association.
As a former Director of Research, Mr. Adler was involved in the development of the firm’s library of mortgage analytics.
Prior to joining the investment management industry in 1993, he was a software developer at IBM.
Mr. Adler holds a Master's of Science in Statistics and a Bachelor of Science in Electrical Engineering, with University Honors from Carnegie Mellon University.
Daniel Rothschild Adler active positions
| Companies | Position | Start |
|---|---|---|
Ullico Investment Advisors, Inc.
 Ullico Investment Advisors, Inc. Investment ManagersFinance Ullico Investment Advisors, Inc. (UIA) is a registered investment advisor and hedge fund manager headquartered in Silver Spring, Maryland. The firm is a wholly-owned subsidiary of Ullico, Inc., a privately held stock company. UIA provides investment management services to institutional investors through (i) separately managed accounts, (ii) privately offered commingled investment funds, and (iii) UIA’s affiliates. | Portfolio Manager-Fixed Income | 2018-09-30 |
Former positions of Daniel Rothschild Adler
| Companies | Position | End |
|---|---|---|
Smith Breeden Associates, Inc.
 Smith Breeden Associates, Inc. Investment ManagersFinance Founded in 1982, Smith Breeden Associates, Inc. is a registered investment advisor headquartered in Durham, North Carolina. The firm manages equity and fixed-income portfolios for institutional investors including pension plans and financial institutions | Portfolio Manager-Equities | 2013-09-29 |
| IBM | Corporate Officer/Principal | 1993-03-30 |
Amundi Pioneer Institutional Asset Management, Inc.
 Amundi Pioneer Institutional Asset Management, Inc. Investment ManagersFinance Amundi Pioneer Institutional Asset Management, Inc. (APIAM) is a registered investment adviser headquartered in Boston, Massachusetts. The firm is a subsidiary of Amundi Pioneer Investment Management USA, Inc. and their ultimate parent is Rue la Boetie SAS. APIAM provides investment advisory services to various entities including unregistered pooled investment vehicles, CITs, pension and profit sharing plans and separate account clients such as charitable organizations, endowments, high-net worth individuals, corporations and other businesses, central and supranational banks and state and local retirement boards. | Portfolio Manager-Fixed Income | - |
Amundi Smith Breeden LLC
 Amundi Smith Breeden LLC Investment ManagersFinance Amundi Smith Breeden is an investment advisor headquartered in Durham, North Carolina. The firm is a subsidiary of Amundi Pioneer Asset Management, Inc. after their merger with Pioneer Investment Management, Inc. The firm was founded in 1999 and is headquartered in Durham, NC. | Portfolio Manager-Fixed Income | - |
Training of Daniel Rothschild Adler
| Carnegie Mellon University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
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Linked companies
| Listed companies | 1 |
|---|---|
| IBM | Technology Services |
| Private companies | 4 |
|---|---|
Smith Breeden Associates, Inc.
Smith Breeden Associates, Inc. Investment ManagersFinance Founded in 1982, Smith Breeden Associates, Inc. is a registered investment advisor headquartered in Durham, North Carolina. The firm manages equity and fixed-income portfolios for institutional investors including pension plans and financial institutions | Finance |
Ullico Investment Advisors, Inc.
Ullico Investment Advisors, Inc. Investment ManagersFinance Ullico Investment Advisors, Inc. (UIA) is a registered investment advisor and hedge fund manager headquartered in Silver Spring, Maryland. The firm is a wholly-owned subsidiary of Ullico, Inc., a privately held stock company. UIA provides investment management services to institutional investors through (i) separately managed accounts, (ii) privately offered commingled investment funds, and (iii) UIA’s affiliates. | Finance |
Amundi Smith Breeden LLC
Amundi Smith Breeden LLC Investment ManagersFinance Amundi Smith Breeden is an investment advisor headquartered in Durham, North Carolina. The firm is a subsidiary of Amundi Pioneer Asset Management, Inc. after their merger with Pioneer Investment Management, Inc. The firm was founded in 1999 and is headquartered in Durham, NC. | Finance |
Amundi Pioneer Institutional Asset Management, Inc.
Amundi Pioneer Institutional Asset Management, Inc. Investment ManagersFinance Amundi Pioneer Institutional Asset Management, Inc. (APIAM) is a registered investment adviser headquartered in Boston, Massachusetts. The firm is a subsidiary of Amundi Pioneer Investment Management USA, Inc. and their ultimate parent is Rue la Boetie SAS. APIAM provides investment advisory services to various entities including unregistered pooled investment vehicles, CITs, pension and profit sharing plans and separate account clients such as charitable organizations, endowments, high-net worth individuals, corporations and other businesses, central and supranational banks and state and local retirement boards. | Finance |
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