Adam King, CFA
Adam is a Portfolio Manager at Signature and a member of the Investment Team. Adam is responsible for sourcing new investment managers, conducting due diligence on existing and new managers, and advising on managers and asset allocation within client portfolios.
As a member of the Investment Team, Adam researches and analyzes financial and economic trends and applies those findings to design portfolios and asset allocation for individual client portfolios and for Signature’s policy portfolios. Adam’s research responsibilities include long-only equity and fixed income, with a focus on mutual funds and exchange-traded funds. He also spends time on portfolio risk management, meeting with clients, and writing client communications.
Adam earned a bachelor’s degree, cum laude, from Old Dominion University with a double major in Finance and Economics. He is a Chartered Financial Analyst (CFA) charter holder.