Profil
Prior to joining LaFayette Investments in 2007, Mr. Geiger was Chief Investment Officer of Ivy Asset Management.
He joined Ivy Asset Management in July 1997, where he and his small staff identified the best new investment opportunities while covering the most sophisticated hedge fund managers in Ivy's lineup.
During his tenure, Ivy's investments staff grew from about one dozen people in two offices to over 45 people in five offices around the world, while assets under management grew to more than $16 billion.
Before that, held a senior position on the trading desk at Twenty-First Securities Corp.
in New York.
He was initially responsible for managing a dividend capture strategy.
Within six months, he turned his focus to a joint venture with Houlihan, Lokey Howard and Zukin (later Helix Capital Management) known as Safe Harbor Capital Management.
He was responsible for managing the equity hedge component of the portfolio.
He also developed two convertible arbitrage strategies for Twenty-First.
Mr. Geiger began his career in December 1982, at Merrill Lynch in New York City as a "Computer Support Specialist." He modernized the local computing capabilities of Merrill's flagship retail office.
Within two years, he had been retained by the office's top producer to focus solely on building and supporting his business.
Over the next five years, he developed and executed several sophisticated 'market-neutral' investment strategies for institutional clients.
Included among these were equity dividend capture strategies, equity index arbitrage and equity options arbitrage.
He currently resides in Dix Hills, NY with his wife and two daughters.
Mr. Geiger holds a Bachelor of Science in Economics, cum laude, from the State University of New York at Albany and has been a Chartered Financial Analyst and member of the CFA Institute and New York Society of Securities Analysts since 1994.
Ehemalige bekannte Positionen von Adam L. Geiger
| Unternehmen | Position | Ende |
|---|---|---|
Ivy Asset Management LLC
 Ivy Asset Management LLC Investment ManagersFinance Founded in 1984 by Howard Wohl and Lawrence Simon, Ivy Asset Management LLC is a global fund-of-hedge fund firm located in Jericho, New York with additional offices in New York City and London. They are a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK), which acquired the firm in October 2000. Ivy Asset Management offers a variety of risk-adjusted, performance-driven multi-manager products ranging from diversified proprietary fund portfolios to customized programs. The firm provides services to global institutional investors including: (1) Fortune 500 companies (2) global banks (3) multi-national insurance corporations (4) global investment banking firms (5) municipality pension plans and monetary authorities (6) Taft-Hartley plans (7) registered investment companies (8) foundations (9) endowments (10) non-profit organizations (11) professional money managers (12) high net-worth individuals and (13) private family offices. | Chief Investment Officer | 31.01.2007 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Twenty-First Securities Corp.
 Twenty-First Securities Corp. Investment Banks/BrokersFinance Founded in 1983 by Robert Gordon, Twenty-First Securities Corp. is a broker/dealer located in New York City. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Trading-Equity | - |
Lafayette Investments, Inc.
 Lafayette Investments, Inc. Investment ManagersFinance Lafayette Investments, Inc. (Lafayette) is an independent, SEC-registered investment advisor headquartered in Ashton, Maryland with additional office in Bethesda. The firm was founded by Thomas Roddy in 1988. Lafayette offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Corporate Officer/Principal | - |
Ausbildung von Adam L. Geiger
| The State University of New York | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Ivy Asset Management LLC
Ivy Asset Management LLC Investment ManagersFinance Founded in 1984 by Howard Wohl and Lawrence Simon, Ivy Asset Management LLC is a global fund-of-hedge fund firm located in Jericho, New York with additional offices in New York City and London. They are a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK), which acquired the firm in October 2000. Ivy Asset Management offers a variety of risk-adjusted, performance-driven multi-manager products ranging from diversified proprietary fund portfolios to customized programs. The firm provides services to global institutional investors including: (1) Fortune 500 companies (2) global banks (3) multi-national insurance corporations (4) global investment banking firms (5) municipality pension plans and monetary authorities (6) Taft-Hartley plans (7) registered investment companies (8) foundations (9) endowments (10) non-profit organizations (11) professional money managers (12) high net-worth individuals and (13) private family offices. | Finance |
Twenty-First Securities Corp.
Twenty-First Securities Corp. Investment Banks/BrokersFinance Founded in 1983 by Robert Gordon, Twenty-First Securities Corp. is a broker/dealer located in New York City. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
Lafayette Investments, Inc.
Lafayette Investments, Inc. Investment ManagersFinance Lafayette Investments, Inc. (Lafayette) is an independent, SEC-registered investment advisor headquartered in Ashton, Maryland with additional office in Bethesda. The firm was founded by Thomas Roddy in 1988. Lafayette offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
