Adam D. Steffanus

Portfolio Manager-Equities at Advisory Research, Inc.

Finance

Consumer Services

Profile

Mr. Adam D.
Steffanus, CFA MBA, is a Managing Director & Portfolio Manager at Advisory Research, Inc. He has over 25 years of investment experience.
He is employing a capital discipline investment process with a focus on quality/value and global/international equities.
Mr. Steffanus is a member of the Advisory Research Partner Group.

Adam D. Steffanus active positions

Companies	Position	Start
Advisory Research, Inc. Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts.	Portfolio Manager-Equities	2016-11-30

All active positions of Adam D. Steffanus

Former positions of Adam D. Steffanus

Companies	Position	End
Credit Suisse Asset Management LLC Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.	Portfolio Manager-Equities	-

See the detail of Adam D. Steffanus's experience

Training of Adam D. Steffanus

The University of Chicago Booth School of Business	Masters Business Admin
Marquette University	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies	2
Credit Suisse Asset Management LLC Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.	Finance
Advisory Research, Inc. Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts.	Finance