Adam B. Joffe

Chief Business Officer at Mellon Investments Corp.

Adam B. Joffe

Adam B. Joffe

Chief Business Officer at Mellon Investments Corp.

Biography

Adam is the chairman and chief executive officer of The Boston Company Asset Management, LLC. He is a shareholder of the firm, a member of the firm's Board of Managers, and serves as chair of The Boston Company's Management, Product and Investment Committees, among others. With nearly 25 years of industry experience, Adam joined The Boston Company in 2012 as director of alternatives and chief administrative officer and was promoted to chief operating officer in 2014. Adam was named chairman and chief executive officer in 2017. Before joining The Boston Company, Adam was senior vice president and chief financial officer at First Eagle Investment Management. In that role, he was responsible for all financial aspects of the firm, board and regulatory reporting and new product development. Previously, Adam spent 10 years at Deutsche Bank. His most recent position was COO of Hedge Funds and Fund of Funds and head of U.S. Business Management. He was a member of the Hedge Fund Investment Oversight Committee, the Hedge Fund Infrastructure Committee, the Fund of Funds Operational Due Diligence Committee and several others. Prior to this, he was controller and chief financial officer of Bolger and O'Hearn Inc., a textile chemical manufacturer. Previously, he was a senior accountant at Rooney, Plotkin and Willey LLC, a CPA firm. Adam earned a bachelor's degree in finance and an M.B.A. in accounting from Bryant University. Additionally, he holds the Chartered Financial Analyst designation, is a member of the Boston Security Analysts Society and the CFA Institute. Adam was a CPA in the state of Rhode Island.

Overview
Career Highlights

First Eagle Investment Management LLC
The Boston Company Asset Management LLC

RelSci Relationships

845

Number of Boards

3

Relationships
RelSci Relationships are individuals Adam B. Joffe likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at Mellon Investments Corp.

Relationship likelihood: Strong

Executive Vice President & Chief Investment Officer at Mellon Investments Corp.

Relationship likelihood: Strong

Former Senior Managing Director at The Boston Company Asset Management LLC

Relationship likelihood: Strong

Board of Directors, Global Head of Distribution at Mellon Investments Corp.

Relationship likelihood: Strong

Managing Director Head of Equity Portfolio Management at The Bank of New York Mellon Corporation

Relationship likelihood: Strong

Head of Strategy at Mellon Investments Corp.

Relationship likelihood: Strong

Chairman & Co-Founder at Mellon Investments Corp.

Relationship likelihood: Strong

MD & Co-Head of Equity Index Portfolio Management at Mellon Investments Corp.

Relationship likelihood: Strong

Executive Vice President, Head of Global Distribution at Mellon Investments Corp.

Relationship likelihood: Strong

Director & Senior Portfolio Manager at Mellon Investments Corp.

Relationship likelihood: Strong

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Adam B. Joffe
Chief Business Officer at Mellon Investments Corp.
Education
Undergraduate Degree

Bryant University is a private university in Smithfield, Rhode Island. Until August 2004, it was known as Bryant College. Bryant has two colleges, the College of Arts and Sciences and the College of Business, and is accredited by the New England Association of Schools and Colleges and the AACSB International.

Career History
Chief Business Officer
2017 - ?

Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include: Active Equity; Multi-Asset and Multi-Factor Equity and Fixed Income; and Active Fixed Income. Active Equity strategy identifies attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. The Multi-Asset and Multi-Factor Equity and Fixed Income strategy, as well as the Index investment strategies cover a variety of asset classes and span systematic, active, and index approaches. Index strategies provide exposure to a set of equity and fixed income benchmarks with low tracking error. Multi-factor equity and fixed income strategies are beta techniques that utilize a rules-based approach to provide exposure to equity and fixed income, and tend to have slightly higher tracking error to their respective benchmarks than index strategies. Multi-Asset strategies offer a wide range of solutions to achieve specific investor risk-return and/or income goals. The Active Fixed Income investment process combines top-down, macroeconomic analysis with proprietary, fundamental bottom-up research to identify attractive sectors and securities.

Chairman & Chief Executive Officer
2014 - Prior

The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions.

Chief Financial Officer
Prior

FEIM is a global, value-oriented investment manager that seeks to produce consistent absolute returns over the long-term without regard for industry benchmarks. They construct well-diversified portfolios through cautious security selection with an emphasis on risk aversion. FEIM focuses on investments with a substantial margin of safety, healthy balance sheets and clear business models. They employ bottom-up security analysis that is independent of broad market conditions or industry trends and focuses on downside protection. FEIM currently manages the following primary investment strategies: Global Value and International Value, International Small Cap Value, High Yield, Gold, US Value, and Global Income Builder.

Boards & Committees
Board Member
Prior

Deutsche Bank Corp., a subsidiary of Deutsche Bank AG, is a company headquartered in New York, NY, specializing in branches and agencies of foreign banks.

Transactions
Details Hidden

The Boston Company Discovery Fund LP raised money in a private placement transaction

Details Hidden

Boston Co. Multi-Alpha Market Neutral Equity Fund LP raised money in a private placement transaction

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