Adam Bergman, CFA has a background in finance and investments, with extensive experience as a Portfolio Manager at Sterling Capital Management LLC. Prior to that, Adam held roles in investor relations at Advance Auto Parts and Dollar Tree Stores. Adam also has experience as a Research Analyst at BB&T Scott & Stringfellow. Adam holds a B.S. in Commerce from the University of Virginia and a post-graduate certificate in Investor Relations, Investments, and Securities from UC Irvine. Currently, Adam serves as the SVP, Portfolio Manager at Davenport & Company LLC.
November, 2022 - present
SVP, Portfolio Manager at Chase Investment Counsel
SVP, Portfolio Manager at Windhaven Investment Management, Inc.
SVP, Portfolio Manager at GID Investment Advisers LLC
SVP, Portfolio Manager at GID Investment Advisers LLC
SVP, Portfolio Manager at Fiera Capital Corp