Adam B. Joffe, CFA
Chief Business Officer
- 8 Years with the firm
- 25 Years of industry experience
Adam is the firm's Chief Business Officer. He is responsible for all business management activities for the firm. Adam is a shareholder as well as a member of the company's Board of Directors and serves as a voting member on a number of committees.
Prior to the merger, Adam was the Chairman and Chief Executive Officer of The Boston Company. He was a member of the Board of Managers and chaired the firm's Management, Product and Investment Committees, among others. Adam joined The Boston Company in 2012 as Director of Alternatives and Chief Administrative Officer and was promoted to Chief Operating Officer in 2014. Adam was named The Boston Company’s Chairman and Chief Executive Officer in 2017.
Before joining the firm, Adam was Senior Vice President and Chief Financial Officer at First Eagle Investment Management, responsible for all financial aspects of the firm, board and regulatory reporting and new product development. Previously, Adam spent 10 years at Deutsche Bank. His most recent position was COO of Hedge Funds and Fund of Funds and head of US Business Management.
Adam earned a bachelor's degree in finance and an MBA in accounting from Bryant University. Additionally, he holds the CFA® designation, is a member of the CFA Institute and the CFA Society Boston. Adam was a CPA in the state of Rhode Island.
Experience listed may include partial year periods.