Mr Adam Cohen

Head of Operational Due Diligence at Cerity Partners

Speaker

Adam is a Senior Principal at Cerity Partners where he oversees the Operational Due Diligence (ODD) program. In addition to managing the program and team, he conducts operational due diligence reviews on underlying investment managers across multiple asset classes, investment strategies and geographies. Before joining Cerity Partners, Adam served as a Managing Director and Head of ODD at Agility, a provider of outsourced chief investment officer solutions for endowments, foundations, family offices and other long-term investors. Adam’s roles prior to Agility include Head of ODD at Morgan Stanley Wealth Management and at Citi Global Wealth Management. Prior to specializing in ODD, Adam held several accounting and finance roles in the investment management industry, including at a hedge fund, fund administrator and at banking organizations in New York and London. Adam has a Bachelor of Business Science degree with Honors in Finance from the University of Cape Town and is a Chartered Alternative Investment Analyst (CAIA®).