Profile
Mr. Adam C.
Dean is Founder, President & Chief Executive Officer at Arboretum Asset Management, Inc.
Prior to founding Arboretum Asset Management in August 2011, Mr. Dean was previously employed as President by SVB Asset Management, an Analyst by Bay City Capital LLC, an Analyst by Pacific Growth Equities, Inc., and Vice President-Equity Capital Markets by Wells Fargo Securities LLC.
Mr. Dean received an undergraduate degree in biology from the University of California, Santa Barbara and an MBA from the University of San Francisco.
He also holds a CFA designation and NASD Series 24, 7, and 63 certifications.
Former positions of Adam C. Dean
| Companies | Position | End |
|---|---|---|
Arboretum Asset Management, Inc.
 Arboretum Asset Management, Inc. Investment ManagersFinance Founded in 2011, Arboretum Asset Management, Inc. is a registered investment advisor located in San Francisco. The firm focuses on managing institutional separate account portfolios. | Chief Executive Officer | 31/12/2012 |
SVB Asset Management
 SVB Asset Management Investment ManagersFinance SVB Asset Management is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2002 and is a wholly-owned subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens BancShares, Inc. (NASDAQ: FCNCA). SVB Asset Management provides discretionary investment management services for corporate clients in the innovation economy, specifically in the technology and life science/healthcare industries. | President | 24/11/2010 |
Bay City Capital LLC
 Bay City Capital LLC Investment ManagersFinance Bay City Capital LLC (Bay City Capital) is a venture capital firm founded in 1997 by Fred Craves, John Diekman, and Thomas Pritzker. The firm is headquartered in California, United States. | Private Equity Analyst | - |
Pacific Growth Equities, Inc.
 Pacific Growth Equities, Inc. Investment Banks/BrokersFinance Pacific Growth Equities, Inc. is a research-driven investment bank located headquartered in San Francisco with an additional office in Boston. The firm specializes in technology-based emerging growth companies. They offer investment banking and brokerage services including public equity offerings, private equity offerings and mergers and acquisitions. Pacific Growth focuses on the life sciences, technology, healthcare and consumer growth companies. | Analyst-Equity | - |
Wachovia Capital Markets LLC
 Wachovia Capital Markets LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC is the investment bank asset management and brokerage arm of Wells Fargo & Co. (NYSE: WFC). The firm is headquartered San Francisco. Their services include fixed-income sales and trading, equities sales and trading, market analysis and research and investment banking and advisory services. | Head-Equity Investments | 03/02/2012 |
Training of Adam C. Dean
| University of California, Santa Barbara | Undergraduate Degree |
| University of San Francisco | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
SVB Asset Management
SVB Asset Management Investment ManagersFinance SVB Asset Management is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2002 and is a wholly-owned subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens BancShares, Inc. (NASDAQ: FCNCA). SVB Asset Management provides discretionary investment management services for corporate clients in the innovation economy, specifically in the technology and life science/healthcare industries. | Finance |
Pacific Growth Equities, Inc.
Pacific Growth Equities, Inc. Investment Banks/BrokersFinance Pacific Growth Equities, Inc. is a research-driven investment bank located headquartered in San Francisco with an additional office in Boston. The firm specializes in technology-based emerging growth companies. They offer investment banking and brokerage services including public equity offerings, private equity offerings and mergers and acquisitions. Pacific Growth focuses on the life sciences, technology, healthcare and consumer growth companies. | Finance |
Wachovia Capital Markets LLC
Wachovia Capital Markets LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC is the investment bank asset management and brokerage arm of Wells Fargo & Co. (NYSE: WFC). The firm is headquartered San Francisco. Their services include fixed-income sales and trading, equities sales and trading, market analysis and research and investment banking and advisory services. | Finance |
Bay City Capital LLC
Bay City Capital LLC Investment ManagersFinance Bay City Capital LLC (Bay City Capital) is a venture capital firm founded in 1997 by Fred Craves, John Diekman, and Thomas Pritzker. The firm is headquartered in California, United States. | Finance |
Arboretum Asset Management, Inc.
Arboretum Asset Management, Inc. Investment ManagersFinance Founded in 2011, Arboretum Asset Management, Inc. is a registered investment advisor located in San Francisco. The firm focuses on managing institutional separate account portfolios. | Finance |
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