Experienced investment professional with comprehensive knowledge of traditional and alternative asset classes. Capabilities and services include asset allocation optimization studies, composite structure studies, investment policy development and revision, portfolio rebalancing, performance attribution analysis, and investment manager research. Experience working with institutional clients including corporate and public pension plans, endowments and foundations, Taft-Hartley funds, defined contribution plans, as well as high net worth individuals.
Adam Lozinski
Vice President, Consultant
Callan
United States, Colorado, Denver
About Me
Profile Information
Vice President, Consultant
Callan
Investment Team
Investor
Consultant
Denver
Colorado
United States
Aug 5, 2024
More profiles to browse
Jay Kloepfer
Executive Vice President & Director, Capital Markets Research
Michael Joecken
Senior Vice President
DM
David Miller
Assistant Vice President/Analyst
Mark Wood
Senior Vice President - Manager Research
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc