Adam Mushaweh, CFA, CAIA has a diverse work experience. Adam started their career as an Intern at New York Life Investments in 2006. Adam then worked as an Associate/Consultant at KPMG Advisory from 2007 to 2010. Following that, they became a Senior Analyst at Old Mutual Asset Management where they conducted due diligence on asset management boutiques. Adam joined Loomis, Sayles & Company in 2012 as a Strategy Analyst, responsible for investment strategy due diligence. Adam later served as an Associate Product Manager, supporting the growth of large cap growth assets, and then as a Product Manager, focusing on growth equity and long/short equity assets. Adam's responsibilities included product planning, development, education, messaging, and internal support.
Adam Mushaweh, CFA, CAIA earned a Bachelor of Science degree in Economics & Finance from Bentley University in 2007. Adam then pursued a Master of Science degree in Finance from Bentley University's McCallum Graduate School of Business, which they completed in 2008. In 2017, Adam obtained the Chartered Alternative Investment Analyst (CAIA) certification from the CAIA Association. Adam also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute, although the specific year of obtaining this certification is not provided.
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