Brad Adams CFA

Experience

• 

  Northern Trust

  Jan 1987 - Apr 2007

  Managed a team of six responsible for managing bond portfolios in index strategies. Managed team of six portfolio managers responsible for $50 billion in assets in various cash fund vehicles: money market mutual funds, collective and common trust funds, and securities lending collateral pools.

  • Director of Fixed Income Index Management

    Jan 1999 - Apr 2007

  • Senior Cash Investment Portfolio Manager

    Jan 1987 - Jan 1999
• 

  Northern Trust Asset Management

  Jan 2007 - Jan 2012

  Senior Fixed Income Product Specialist

  >Designed and supported fixed income investment products comprising over $300 billion in mutual funds, collective trust funds, and separate accounts.>Liaison between portfolio managment and Sales/Client Service.>Served as product expert in new business development.

• 

  VennWell LLC

  Sept 2014 - Jul 2016

  Portfolio Manager

  Trader and portfolio manager at VennWell LLC,an independent registered investment advisor (RIA), providing investment management and financial planning services to clients across the country.