Adam Grazer is currently working as an RFP Specialist at Kayne Anderson Rudnick, where Adam supports various distribution channels by responding to RFPs and DDQs for approximately 20 investment strategies. Prior to this role, Adam held positions at Nuveen Investments and Goldman Sachs, where Adam managed assets totaling billions of dollars, conducted detailed portfolio analysis, developed investment strategies, and implemented client-centric models for improved service and increased sales. Adam also worked as a Financial Advisor at MassMutual Financial Group, focusing on retirement planning and retail investments. Adam holds an MBA from the University of Southern California and a BS in Political Science from Arizona State University.
Current role
Senior RFP Associate, Client Relations at Polen Capital
Senior RFP Associate, Client Relations at Polen Capital
Marketing & Communications-client Reporting & RFP Associate at Artisan Partners
Senior RFP Associate at AMG Funds
Marketing And RFP Associate at Brandywine Global Investment Management