Adam's primary responsibility for Cardinal is Performance Analysis.

Adam joined Cardinal after working with Morningstar, Inc as a Senior Analyst in the Ibbotson Associates business unit. His primary focus was performance analysis, performance reporting, and supporting portfolio managers in their manager research and portfolio construction. In addition to Morningstar, Adam was an intellectual property transactions analyst at Ocean Tomo, LLC, which focuses on intellectual property investment banking.

Adam holds a B.S. in Finance and Computer Information Systems from Indiana University’s Kelley School of Business.

Adam enjoys spending time with his family and friends, listening to music, travelling, and watching the Chicago Bears throughout the season.