Adam Betancourt, CFA
Adam Betancourt, CFA
Vice President, Investments
New York
Adam is a Vice President who serves as a portfolio manager for a select group of clients addressing the complex investment needs of ultra-high-net-wealth individuals, foundations, and businesses. Prior to joining STA in 2021, Adam spent six years in various investment roles within Bank of America’s Private Bank. Adam earned his CFA® charter in 2018 and is an active member of the CFA® Society of New York.
Education:
Adam holds a bachelor's degree in finance from Roger Williams University and a master’s degree in Finance from Fordham’s Graduate School of Business Administration.