Adam manages the team that supports the distribution of Schwab Equity Ratings (SER), Schwab Equity Ratings International (SERI), and Schwab Sector Views within the Schwab Center for Financial Research (SCFR).
Before joining Schwab in 2015, Adam worked at FactSet Research Systems, where he consulted with institutional asset managers and helped them create and implement quantitative portfolio management strategies. He graduated from the University of Wisconsin-Madison with a degree in Finance and Risk Management.
Schwab Equity Ratings® and Schwab Equity Ratings International® are provided by Charles Schwab Investment Management, Inc., dba Schwab Asset Management®, a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. (“Schwab”). Schwab Asset Management and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.