Adam Hauptman, CFA

Senior Fundamental Analyst and Associate Portfolio Manager

Mr. Hauptman joined SGA in 2016 and is a Senior Fundamental Analyst and Associate Portfolio Manager.  His responsibilities include performing fundamental reviews of new ideas generated by the quantitative model and portfolio management.  Prior to joining the firm, he spent over five years as a Research Analyst at Kayne Anderson Capital in Los Angeles, primarily focused on large-cap global equities and equity derivatives.  Mr. Hauptman was a Portfolio Manager at ASNY Asset Management.  He also worked as an Analyst at Solios Asset Management.  Mr. Hauptman began his career at Levitan & Associates in Boston as an Energy Economics Management Consultant.  He holds a certificate in Sustainable Capitalism and ESG from the Berkeley Law Executive Education Program.  He is a CFA charter holder and earned his BSc degrees in Mathematics and Philosophy from the Massachusetts Institute of Technology.