Adam M. Brodsky
Deerfield,IL
Summary
Performance-oriented, value creation leader with a strong record of achievement over a 20+ year career. Extensive buy and sell side experience combined with direct exposure to multiple CIOs, Founders and Heads of Desks, has created a unique perspective translating into immediate positive impact. Successfully created value for both alternative asset managers and investment banks. Direct experience and deep specialist knowledge of multiple asset classes and products.
Overview
24
24
years of professional experience
Work History
Endeavour Capital Advisors
Director Of Marketing
04.2023 - Current
- Provide comprehensive education and act as a valuable resource for financial advisors, enabling them to effectively communicate our strategies to their clients and prospects.
- Expanded Assets Under Management (AUM) by conducting in-depth analysis of portfolio analytics.
- Oversee marketing initiatives across two prominent financial platforms, as well as engage with numerous institutions, family offices, and high-net-worth investors.
- Consistently deliver presentations and engage with financial advisors, prospective and current institutional allocators, family offices, and high-net-worth investors.
- Regularly develop and produce relevant content targeted towards financial advisors, their clients, prospects, and our stakeholders.
- Tailor content to effectively communicate investment strategies, market insights, and industry trends.
- Collaborate with cross-functional teams to ensure content aligns with marketing objectives and branding guidelines.
- Successfully expanded pipeline by leveraging personal network and cultivating relationships with both existing and past investors.
- Created and maintained relationships with key investors, partners and clients.
- Established and cultivated robust relationships through direct engagement with financial advisors, their clients, prospects, and partners.
- Collaborate with cross-functional teams to tailor investment offerings and communication strategies to meet the needs of diverse investor groups.
- Collaborate with portfolio managers and investment analysts to distill complex investment strategies into compelling marketing materials and presentations.
- Conduct market research and competitor analysis to identify trends, opportunities, and threats in the hedge fund industry.
- Organize client events, roadshows, and conferences to showcase fund performance and facilitate networking opportunities.
Figment, Inc
Business Development
01.2022 - 01.2023
- Enhanced, streamlined, and presented Figment Capital's marketing materials for its early-stage Blockchain Infrastructure VC fund, resulting in a substantial expansion of the pipeline.
- Effectively communicated complex investment strategies to a diverse audience, including Endowments, Hedge Funds, Family Offices, RIAs, and Consultants.
- Deep knowledge of Digital Asset Infrastructure
Intrinsic Edge Capital Management
Director Business Development | Investor Relations
04.2019 - 01.2022
- Collaborated directly with Founder, Mark Coe, to spearhead the development of essential processes and relationships resulting in an increase in AUM
- Successfully managed and nurtured over 200 High Net Worth investor relationships, resulting in high retention rates and significant growth in Assets Under Management (AUM).
- Successfully spearheaded fundraising efforts, securing the majority of capital for Intrinsic's Digital Asset fund.
- Coordinate with internal teams to gather relevant data and analysis for portfolio performance assessments.
BTIG, LLC
Managing Director
10.2012 - 04.2019
- Worked directly with Co-Founder, Steven Starker, to manage key firm relationships as a senior institutional sales and block trader.
- Created, designed and implemented a new electronic market making system, resulting in significant and sustainable long-term business growth.
- Engage in daily interaction with senior professionals across multiple divisions, cross selling and facilitating mutual benefits for BTIG and key clients.
Citigroup Inc.
Institutional Sales And Trading
09.2010 - 10.2012
- Selected by Head of US Equity Trading, Armando Diaz, to spearhead the establishment and management of the SMID cap trading desk.
- Achieved remarkable revenue growth of 250% within a 12-month period through strategic initiatives and effective execution.
- Collaborated directly with the Head of US Equity Trading to refocus Total Touch (Citi's interactive market making system), with a specific emphasis on small and mid-cap stocks.
- Effectively managed key existing relationships while cultivating new firm relationships.
J.P. Morgan & Co.
Institutional Sales Trader
05.2008 - 02.2009
- Collaborated directly with the Head of Commodity Hedge Fund Sales to manage key relationships across multiple asset classes, including OTC futures, swaps, and other esoteric products.
Balyasny Asset Management
Senior Trader
05.2004 - 05.2008
- Hired directly by Dmitry Balyasny, Founder and CIO, to support him as well as multiple Portfolio Managers, in trading within the industrials sector.
- Responsible for the management and creation of execution strategy and implementation for the Industrials sector
- Maintained and developed key broker relationships, advised PM's on market opportunities, trends and relevant ECM deals
Goldman Sachs & Co
Institutional Sales And Trading
07.2000 - 03.2003
- Trading assistant to the Co-CEOs of the NASDAQ Capital Markets of Goldman Sachs/SLK Institutional Sales and Trading division - Steven Starker and Armando Diaz
Education
BBA - Finance
George Washington University School of Business
Washington, DC - Dean's List 1997, 1998, 199905.1999
Timeline
Endeavour Capital Advisors
Director Of Marketing
04.2023 - Current
Figment, Inc
Business Development
01.2022 - 01.2023
Intrinsic Edge Capital Management
Director Business Development | Investor Relations
04.2019 - 01.2022
BTIG, LLC
Managing Director
10.2012 - 04.2019
Citigroup Inc.
Institutional Sales And Trading
09.2010 - 10.2012
J.P. Morgan & Co.
Institutional Sales Trader
05.2008 - 02.2009
Balyasny Asset Management
Senior Trader
05.2004 - 05.2008
Goldman Sachs & Co
Institutional Sales And Trading
07.2000 - 03.2003
BBA - Finance
George Washington University School of Business