Adam Marcellus

Adam Marcellus, MBA, has a strong background in finance and investment management. Adam began their career at SEI as a Hedge Fund Account Analyst, where they successfully managed client hedge fund accounts and quickly adapted to the changing business environment. Adam then joined Trilogy Financial Services as a Financial Executive, where they established a successful practice through networking and business development opportunities. In this role, they provided financial planning services and investment advice to businesses and individuals.

Adam's next position was at Merrill Lynch as a Financial Advisor, where they studied market trends and created customized investment portfolios for clients. Adam also developed models to recommend investment products based on asset allocation and investment screens.

Following their time at Merrill Lynch, Adam joined Babson College as an Equity Research Analyst in the Consumer Staples Sector. Here, they conducted research and analysis to inform investment decisions.

Most recently, Adam has been working at Loomis, Sayles & Company. Adam began as a Pooled Product Specialist and quickly progressed to the role of Senior Pooled Product Specialist. In this position, they managed contract negotiations and led projects to streamline internal trading procedures, resulting in significant improvements in trade processing times and accuracy.

Overall, Adam Marcellus's work experience demonstrates their expertise in investment management, financial planning, and portfolio analysis. Adam'sability to build and maintain strong client relationships and make data-driven investment recommendations has been instrumental in their success throughout their career.

Adam Marcellus, MBA completed their Master of Business Administration (MBA) degree with a concentration in Finance and an Investment Track at Babson F.W. Olin Graduate School of Business from 2016 to 2020. Prior to that, they obtained a Bachelor of Science (B.S.) degree in Business Administration with a focus on Management from UNH Peter T. Paul College of Business and Economics, where they studied from 2004 to 2008.

In addition to their formal education, Adam Marcellus also holds additional certifications. Adam obtained the certification of The Partnership, Inc. Associate Alum from The Partnership, Inc. in January 2022. Furthermore, in July 2020, they acquired the Bloomberg Market Concepts certification from Bloomberg LP.