Syracuse University - Maxwell School

Davidson College

Senior Portfolio Specialist for Golden Quantitative Equity Team at Wells Fargo Asset Management

Charlotte, North Carolina, United States

- Senior Portfolio Specialist and member of the Golden Capital Equity quantitative investment team •Participate in weekly investment team meetings, write quarterly SMA and Fund commentaries for all of Golden's domestic and international strategies, and summarize quantitative investment research•Travel extensively with colleagues at Wells Fargo Funds to generate and retain Golden Capital SMA and mutual fund business across national and independent broker-dealer channels •External-facing resource to communicate the Golden team's quantitative investment strategies, portfolio positioning, model research, and market outlook to clients, prospects, and my colleagues at Wells Fargo Funds•Assist the portfolio managers of the Large Core, SMID Core, and Global Equity Income strategies with qualitative research during portfolio re-balancing process•Author of a document providing the academic theory behind the team's quantitative research model and factors•Co-author of a white paper describing enhancements to the team's quantitative research model•Contributor to the 2019 quantitative research model validation project•Co-author of the 2020 quantitative international research model validation project•Develop responses for client, due diligence, and RFP inquiries

Wells Capital Management

Senior Portfolio Specialist

- Client-facing resource between Golden Capital and Wells Fargo Funds' external wholesalers to generate and retain SMA and mutual fund business across national and independent broker-dealer channels •Raised over $400 million in SMA assets across primary territory of New York, Texas, D.C., New Jersey, Southern California, and Pennsylvania•Collaborated with the investment team to create marketing materials for the firm's investment strategies•Conducted business development presentations and quarterly reviews for large client relationships •Represented Golden Capital at institutional investment conferences and Wells Fargo events*On July 1st, 2017, Golden Capital Management, LCC was acquired by Wells Capital Management. Wells Capital is a wholly owned subsidiary of Wells Fargo Bank, N.A.

Golden Capital Management, LLC

Director of Retail Sales and Client Service

- Actively educated financial advisors on Golden Capital's quantitative investment strategies and grew the firm's SMA business at Morgan Stanley, Smith Barney, Merrill Lynch, UBS, JP Morgan, Wells Fargo Advisors, Morgan Keegan, and Raymond James•Raised over $200 million in SMA assets across primary territory of New York, Texas, North Carolina, South Carolina, Pennsylvania, and Southern California •Worked closely with Golden Capital’s partner Wells Fargo Fund Distributors and a team of over 12 of their marketing professionals within the assigned territory•Performed business development presentations and existing client performance reviews for large client relationships•Developed responses for institutional RFP and retail client due diligence inquiries

Regional Director - Portfolio Specialist for Managed Accounts

- Provided internal support to the Managing Director for Sales and Marketing responsible for the firm’s national relationship with institutions and consultants •Prepared investment analysis and quantitative reports for clients and consultants regarding Golden Capital’s investment strategies •Responded to incoming questions from clients and prospects pertaining to Golden Capital’s investment products•Generated request for proposals for all institutional mandates and maintained questionnaire and database responses for consultants and managed account program clients•Updated marketing materials and assisted in development and distribution of materials to clients and prospects•Assisted in monthly rebalancing and maintenance of investment portfolios across Security APL and GIM II trading platforms•Assisted in maintenance of the firm’s proprietary multi-factor models and quantitative database •Fifth employee at a startup firm managing $483 million that evolved into a 22 employee firm managing over $10.0 billion in assets within fifteen years

Cima Adam Stockstill

Cima Adam Stockstill