CoverProfile

Adam Ladd

Vice President

Windrose Advisors

United States, Massachusetts, Andover

About Me

Adam is a Vice President at Windrose Advisors, working closely with the investment team on asset allocation, manager selection, investment due diligence and research across all asset classes. He also works closely with clients on designing and implementing investment portfolios. Prior to joining Windrose Advisors, Adam worked as a investment associate at the Amherst College Investment Office, assisting with manager due diligence, portfolio analysis, and market research for the Office's $3B in AUM. In this role, he worked as a generalist covering their diversified global portfolio. Adam graduated with a BBA in Finance from the University of Massachusetts Amherst. In his free time, Adam enj

View more

Profile Information

Vice President

Windrose Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Andover

Massachusetts

United States

Jan 12, 2025

More profiles to browse

Profile Photo
Reilly Dahlquist
Investment Analyst, Asset Allocation
Profile Photo
William Heitin
Chief Executive Officer & President
Profile Photo
Celicia Chaung
Deputy Chief Investment Officer
Profile Photo
Paul Pomerantz
Director, Controller & CCO

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST