Breckinridge Capital Advisors
Adam Stern is currently the Director of Municipal Research at Breckinridge Capital Advisors. Prior to this, they served as the Chief Financial & Policy Analyst at the Connecticut Conference of Municipalities and as an Analyst at Economics Research Associates. Adam holds a J.D. with a concentration in tax and financial law from the University of Connecticut School of Law, an M.P.A. in Public Finance from Syracuse University, and a B.A. in Economics from Amherst College.
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Breckinridge Capital Advisors
Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management. We believe the following characteristics set us apart: - Commitment to staying independent - Disciplined portfolio management - Rigorous fundamental credit analysis - Forward looking and integrated ESG research - Ability to customize separate accounts at scale - Proprietary technology platform - Culture of exceptional responsiveness and access - Competitive pricing We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge’s assets under management totaled more than $44 billion as of June 30, 2023. Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest. Disclosures: https://www.breckinridge.com/social-media-disclosures/