Areas of Expertise

  • Client investment portfolio design, strategy and governance support
  • Best practices for client portfolios
  • ESG alignment with the investment process and organizational objectives

Adam is responsible for investment solution advice and organizational support for institutional relationships in the Canadian marketplace. He partners with clients to design a custom investment strategy and comprehensive solution to align with their objectives and goals. He also performs ongoing management review of his client’s portfolios and provides advice on all aspects of the investment program. Adam has extensive experience in working with clients and their stakeholder to develop environmental, social, and governance (ESG) beliefs, and incorporate them into an investment framework.

Adam worked previously as an Associate Director, Client Portfolio Management at Russell Investments, where he was responsible for providing solutions and consulting advice on all aspects of investment programs including governance, strategy, investment policy, asset class structure and implementation. Prior to Russell, Adam managed the Treasury department at M.R.S. Trust Company.

Legal Note

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

SEI Investments Canada Company, a wholly owned subsidiary of SEI Investments Company, is the Manager of the SEI Funds in Canada.