Profile
Prior to joining LaFayette Investments in 2007, Mr. Geiger was Chief Investment Officer of Ivy Asset Management.
He joined Ivy Asset Management in July 1997, where he and his small staff identified the best new investment opportunities while covering the most sophisticated hedge fund managers in Ivy's lineup.
During his tenure, Ivy's investments staff grew from about one dozen people in two offices to over 45 people in five offices around the world, while assets under management grew to more than $16 billion.
Before that, held a senior position on the trading desk at Twenty-First Securities Corp.
in New York.
He was initially responsible for managing a dividend capture strategy.
Within six months, he turned his focus to a joint venture with Houlihan, Lokey Howard and Zukin (later Helix Capital Management) known as Safe Harbor Capital Management.
He was responsible for managing the equity hedge component of the portfolio.
He also developed two convertible arbitrage strategies for Twenty-First.
Mr. Geiger began his career in December 1982, at Merrill Lynch in New York City as a "Computer Support Specialist." He modernized the local computing capabilities of Merrill's flagship retail office.
Within two years, he had been retained by the office's top producer to focus solely on building and supporting his business.
Over the next five years, he developed and executed several sophisticated 'market-neutral' investment strategies for institutional clients.
Included among these were equity dividend capture strategies, equity index arbitrage and equity options arbitrage.
He currently resides in Dix Hills, NY with his wife and two daughters.
Mr. Geiger holds a Bachelor of Science in Economics, cum laude, from the State University of New York at Albany and has been a Chartered Financial Analyst and member of the CFA Institute and New York Society of Securities Analysts since 1994.
Former positions of Adam L. Geiger
| Companies | Position | End |
|---|---|---|
Ivy Asset Management LLC
Ivy Asset Management LLC Investment ManagersFinance Ivy Asset Management seeks to deliver significant risk-adjusted returns by investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance. The firm's investment approach focuses on identifying opportunities, recognizing untapped market niches and discovering new, emerging managers around the world. Ivy Asset Management offers global equity long/short, credit and trading strategies. The firm tends to invest in the stocks of US small-cap companies in the producer manufacturing and consumer durables sectors. | Chief Investment Officer | 31/01/2007 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Twenty-First Securities Corp.
Twenty-First Securities Corp. Investment Banks/BrokersFinance Provides brokerage services | Trading-Equity | - |
Lafayette Investments, Inc.
Lafayette Investments, Inc. Investment ManagersFinance Lafayette focuses on long-term asset growth and considers investments in large-, mid- and small-cap companies that are trading at reasonable prices. Assets are allocated among stocks, bonds and money market instruments based on the client’s requirements. They employ the same fundamental analysis they use to evaluate stock purchases to select investments in corporate fixed-income instruments. | Corporate Officer/Principal | - |
Training of Adam L. Geiger
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Ivy Asset Management LLC
Ivy Asset Management LLC Investment ManagersFinance Ivy Asset Management seeks to deliver significant risk-adjusted returns by investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance. The firm's investment approach focuses on identifying opportunities, recognizing untapped market niches and discovering new, emerging managers around the world. Ivy Asset Management offers global equity long/short, credit and trading strategies. The firm tends to invest in the stocks of US small-cap companies in the producer manufacturing and consumer durables sectors. | Finance |
Twenty-First Securities Corp.
Twenty-First Securities Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Lafayette Investments, Inc.
Lafayette Investments, Inc. Investment ManagersFinance Lafayette focuses on long-term asset growth and considers investments in large-, mid- and small-cap companies that are trading at reasonable prices. Assets are allocated among stocks, bonds and money market instruments based on the client’s requirements. They employ the same fundamental analysis they use to evaluate stock purchases to select investments in corporate fixed-income instruments. | Finance |
The State University of New York
The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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