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Adam Blum

Vice President, Investment Research

Rockefeller Capital Management

United States, Florida, West Palm Beach

About Me

Adam Blum conducts Investment Research for the Bostwick Walters Group at Rockefeller Capital Management. Adam’s primary responsibilities are investment research, third-party manager due diligence, custom portfolio analysis and portfolio reporting. Adam earned his Bachelor of Science in Business Administration with an emphasis in Finance from The University of Central Florida. Adam holds Series 7, 63 and 65 registrations and is a Chartered Alternative Investment Analyst (CAIA).

Profile Information

Vice President, Investment Research

Rockefeller Capital Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

West Palm Beach

Florida

United States

Jul 25, 2025

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