Alan Adler

Alan Adler

Portfolio Manager-Equities at Chevy Chase Trust Co.

Finance
Consumer Services

Profile

Mr. Arthur A.
Adler, III, is a Managing Director & Senior Portfolio Manager at Chevy Chase Trust Co. He has over 20 years of proven investment experience, he manages relationships and portfolios for high net worth individuals and institutional clients.
He shares responsibility for the development and oversight of investment strategy and process at the firm and is a member of the Global Thematic Investment Team.
Prior to joining Chevy Chase Trust, Mr. Adler was President and Chairman of Asset Management, Inc. He managed the company through a successful sale and integration with Chevy Chase Trust.
Before that, he managed the Equity Investment Strategy and Research Initiatives at Asset Management, Inc. Previously, he was with FBR & Company’s Equity Research and Investment Banking Group where he was Vice President and Senior Equity Research Analyst.
He began his career working with the Chief Equity Market Strategist at Legg Mason and later joined the firm’s Equity Research and Investment Banking Group.
Mr. Adler is a graduate of Denison University, with a degree in Economics.

Alan Adler active positions

CompaniesPositionStart
Portfolio Manager-Equities 2005-09-30
All active positions of Alan Adler

Former positions of Alan Adler

CompaniesPositionEnd
Chairman -
LEGG MASON, INC. Corporate Officer/Principal 2000-12-30
Analyst-Equity 2000-12-30
Analyst-Equity 2007-12-30
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Training of Alan Adler

Denison University Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

39

1st degree connections

6

1st degree companies

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Executives

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Linked companies

Private companies5

Finance

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