Perfil
Mr. Adam D.
Schor, CFA, is a President & Chief Risk Officer at NZS Capital LLC.
Mr. Schor worked for 11 years at Janus Henderson in Denver, where he was Director of Global Equity Strategies.
Prior to Janus Henderson, he spent 10 years at the boutique investment firm Bee & Associates starting in 1997, where he was Chief Investment Officer.
From 1993 to 1997, he was an analyst and portfolio manager at Harris and Associates.
He received his Bachelor of Science in Journalism from Northwestern University and his Masters in Finance from the University of Wisconsin Graduate School of Business.
He is also a CFA charterholder.
Cargos activos de Adam D. Schor
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NZS Capital LLC
NZS Capital LLC Investment ManagersFinance NZS Capital LLC (NZS) is an independent registered investment advisor headquartered in Denver, Colorado. The firm was co-founded by Brinton Johns and Brad Slingerlend in 2019. NZS provides discretionary investment management services to qualified clients through separately managed accounts (SMAs) and private funds. | Presidente | 01/01/2020 |
Antiguos cargos conocidos de Adam D. Schor.
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Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Director de Inversiones | 01/06/2007 |
Bee & Associates, Inc.
Bee & Associates, Inc. Investment ManagersFinance Part of CI Financial Corp., Bee & Associates, Inc. is a company that provides investment management services. The company is based in Denver, CO. Bee & Associates was acquired by Denver Investment Advisors LLC on May 08, 2000. | Director de Inversiones | 31/12/1999 |
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Gestor de Cartera-Acciones | 31/12/1996 |
Formación de Adam D. Schor.
University of Wisconsin | Graduate Degree |
Northwestern University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas privadas | 4 |
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Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Finance |
Bee & Associates, Inc.
Bee & Associates, Inc. Investment ManagersFinance Part of CI Financial Corp., Bee & Associates, Inc. is a company that provides investment management services. The company is based in Denver, CO. Bee & Associates was acquired by Denver Investment Advisors LLC on May 08, 2000. | Finance |
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Finance |
NZS Capital LLC
NZS Capital LLC Investment ManagersFinance NZS Capital LLC (NZS) is an independent registered investment advisor headquartered in Denver, Colorado. The firm was co-founded by Brinton Johns and Brad Slingerlend in 2019. NZS provides discretionary investment management services to qualified clients through separately managed accounts (SMAs) and private funds. | Finance |
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