Adam Stewart

Founding Member, Trading at Overlay Shares

Adam has more than 24 years of investment industry experience and co-founded Liquid Strategies in 2013. Adam is a portfolio manager of the strategy and serves on the Liquid Strategies investment team, which is responsible for setting portfolio allocations based on the risk profile of the markets.

Adam began his career at Franklin Templeton in 1997 and later served as Head of Equity Trading at Trusco Capital Management along with managing equity trading operations. Most recently, Adam was a founding partner and Director of Trading for Perimeter Capital Management. Adam received his Chartered Financial Analyst (CFA) designation in 2001 and earned his B.A. from Auburn University.

Location

Atlanta, United States

Links


Org chart


Teams

This person is not in any teams


Offices


Overlay Shares

Overlay Shares combines five commonly used index ETFs with its overlay strategy to deliver a superior client solution.


Employees

1-10

Links