Adam Emig

Adam Emig, CFA, CAIA has a diverse work experience across several industries. Adam started their career as a Listing Coordinator at The Kelsey Group Realtors, where they managed all listings, prepared property brochures, and developed marketing strategies. Adam then transitioned to a Sales Associate role at The Kelsey Group, REALTORS, where they advised clients on real estate market conditions and conducted research for optimal sales pricing.

In 2008, Adam joined Scottrade as a Senior Stockbroker, where they assisted clients with buying and selling securities nationwide. Adam later took on the role of Branch Administration Research Specialist, managing compliance and producing reports for regional managers. Adam then became an Assistant Manager - Client Services, overseeing Scottrade's branch network and participating in various projects.

After Scottrade, Adam joined Mercy Investment Services, Inc. as a Senior Investment Analyst. Adam assisted in valuing and reconciling investment assets, monitoring risks, evaluating managers, and coordinating performance reporting. Adam also contributed to the search process for prospective managers.

Currently, Adam works at Commerce Bank as a Vice President and Senior Investment Research Analyst. Adam co-leads the private placement program, sourcing and evaluating private funds across different strategies. Adam also provides quantitative analysis to inform investment decisions.

Outside of their financial career, Adam has experience as a Real Estate Sales Consultant at Keller Williams Realty Chesterfield, where they researched market data and advised clients on pricing, financing, and home inspections.

Overall, Adam Emig has a strong background in investment research, risk management, and real estate, with a focus on quantitative analysis and decision-making.

Adam Emig, CFA, CAIA completed their Bachelor's Degree in Finance & Real Estate from Missouri State University in the period of 1999 to 2003. Adam later pursued a Master of Business Administration (M.B.A.) with an emphasis in Finance at the University of Missouri-Saint Louis from 2010 to 2013. In addition to their formal education, Adam Emig holds the Chartered Financial Analyst (CFA) designation from the CFA Institute and the Alternative Investment Analyst Charter (CAIA Charter) from the CAIA Association. Specific dates of obtaining these certifications are not provided.