Adam Schreiber

Adam Schreiber, CAIA, has extensive experience in the financial services industry, currently serving as a Client Portfolio Analyst at Hartford Funds since July 2015, where responsibilities include supporting external consultants and driving sales from the home office. Prior experience includes an Institutional Sales Consultant role focused on RIAs, Bank Trusts, and Family Offices at Hartford Funds, and as an Investment Support Specialist at Pershing, a BNY Mellon company, handling equity, ADR, and mutual fund trades. Adam's background also encompasses roles as a Financial Advisor at Karr Barth Associates, Inc., an intern at Diversified Financial Consultants, LLC., and a summer intern at State Farm Insurance, contributing to skills in financial planning and client service. Adam holds a Bachelor of Business Administration in Finance from Temple University's Fox School of Business and has studied at Virginia Tech.