Adam Marek

Investor Relations / Client Solutions

Adam Marek

Independent equity research across fifteen positions — theses underwritten from primary filings, held to the same bar whether the market agrees or not.

Seeking investor relations and client solutions roles at asset managers and alternatives platforms. New York metro. Series 7 and Series 66 licensed.

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Independent Research

15
positions under coverage

Equitable Advisors, Jul 2025 — Jun 2026

$750K
new client assets
200
name pipeline
2%+ → 0.5%
expense reduction

Independent Research

Fifteen positions under coverage, underwritten from primary sources.

Each thesis is built directly from earnings reports and financial statements, then pressure-tested against competitive positioning and industry trends rather than sell-side summary. Coverage is concentrated by design: fifteen names I can defend line by line.

Valuation work reconciles GAAP and non-GAAP earnings, builds blended EPS estimates across forward periods, and benchmarks the result against sector forward P/E to isolate where the market and the filings disagree.

Method

Screen
Filter for durable unit economics, insider alignment and mispriced expectations relative to sector multiples.
Model
Build the thesis from 10-K/10-Q language, segment disclosure and competitive positioning; reconcile GAAP to non-GAAP earnings.
Stress
Test blended EPS estimates against sector forward P/E, margin compression and demand shock cases before sizing.
Revisit
Re-underwrite each name every earnings cycle; exit when the thesis, not the price, breaks.

Profile

Independently, I underwrite fifteen positions from primary filings — 10-Ks, 10-Qs, segment disclosure — building the estimate before I hold an opinion on the stock. That discipline predates any license and isn't tied to any employer; it's how I evaluate a business, full stop.

Professionally, I bring that same rigor to the client relationship. A year at Equitable Advisors doing client-facing capital work: I sourced a 200-name pipeline from scratch, brought in $750K in new client assets, and restructured one book from 2%+ aggregate expenses to approximately 0.5%.

What that year clarified is where I'm most useful: explaining an investment process to the people funding it — mandate, positioning, drawdown behavior, and why the manager did what they did last quarter — communicated precisely, without decoration.

I am targeting investor relations and client solutions seats at asset managers and alternatives platforms in the New York metro area, where research fluency and allocator communication are the same job.

Build the estimate before you hold an opinion.

Experience

  • Equitable Advisors — Financial Advisor

    Jul 2025 — Jun 2026

    Raised $750K in new client capital from a self-sourced 200-name pipeline. Ran portfolio analysis and allocation reviews across equity and fixed income sleeves, restructuring one book from 2%+ aggregate expenses to approximately 0.5%. Built and delivered the investment narrative — mandate, positioning and risk — directly to clients.

  • The Nucleus Network — Consultant

    Sep 2024 — Jan 2025

    Analyzed a 2,000+ contact network with AI-enabled CRM tooling, identified 30+ high-fit introductions at a 10% close rate, and supported a founder-and-investor ecosystem around a $6M Series A round.

  • MLB Network — Content Associate Intern

    Summer 2022

    • Produced and edited broadcast-ready content including game recaps, highlight packages and player features, delivering assets within minutes of live game developments.
    • Managed real-time editorial workflows across 50+ concurrent MLB and Little League broadcasts under strict deadlines.

Credentials

  • Series 7General Securities Representative — FINRA
  • Series 66Uniform Combined State Law — NASAA
  • SIESecurities Industry Essentials — FINRA
  • Bank of AmericaGlobal Markets Sales & Trading Program
  • BloombergClient Engagement Certification
  • Life & HealthNew York State Department of Financial Services

Education

  • Tulane UniversityBachelor of Science in Psychology, business minor in Strategy, Leadership and Analytics — May 2024, New Orleans, LA