Adam Landau is a Partner and Co-Market Leader for the Pennsylvania office of Cerity Partners. He is also a member of the firm's Investment Committee. Cerity Partners LLC is a Registered Investment Advisor serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations with approximately $62 billion in assets.
In this special edition episode, Adam takes the Dakota Live! team through Cerity's approach to risk management, the firm’s manager research and underwriting process, and what a potential client partnership looks like with their firm. Join us as we come to better understand Cerity Partners and their allocation to various asset classes and investment strategies in the changing intermediary landscape.
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Adam is a Partner and Co-Market Leader for the Pennsylvania office and a member of the firm’s Investment Committee.
Prior to joining Cerity Partners, Adam served as Co-Chief Executive Officer and Chief Investment Officer of Permit Capital Advisors, LLC where he was responsible for formulating and implementing the firm’s investment strategy. Prior to joining Permit, Adam served as Managing Director at McCabe Capital Managers, Ltd., working there from 1997 until 2011. Adam oversaw the integration of McCabe Capital’s advisory efforts. This covered a rigorous process focused primarily on the various aspects of investment due diligence. Adam worked to optimize the structure of client portfolios to maximize the expected level of risk-adjusted return. He served as one of two portfolio managers on three fund of funds products, including a hedge fund of funds and a socially responsible investment fund of funds, offered to clients of several major insurance carriers.
Prior to joining McCabe, Adam spent four years at Donaldson, Lufkin & Jenrette (DLJ) where he worked with both retail and institutional clients to develop asset allocation plans and construct appropriate equity and fixed income portfolios.
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