Adam Apt, Manager, Peabody River Asset Management LLC
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This profile was last updated on 7/29/14 and contains information from public web pages and contributions from the ZoomInfo community.
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Mr Adam Jared Apt

Wrong Mr Adam Jared Apt?

Manager

Peabody River Asset Management LLC
P.O. Box 382128 Harvard
Cambridge, Massachusetts 02238
United States

Company Description: Peabody River Asset Management, founded in 2007, is a limited liability company. We are a small independent investment adviser registered with the Commonwealth of...   more
Background

Employment History

  • Vice President, Investment Strategy
    LTSave , Inc.
  • Vice President, Investment Analytics
    Asset Sciences, Inc.
  • Director, Equity Portfolio Administration
    Colonial Management Associates
  • Consultant
    Northfield Information Services Inc
  • Investment Analyst
    Keystone Investment Management
  • Research Associate, Corporate Strategy Group
    Airco Industrial Gases

Board Memberships and Affiliations

Education

  • M.B.A. , Finance, Marketing
    University of Chicago
  • D.Phil. , Modern History
    University of Oxford
  • B.A. , Astronomy
    Amherst College

Certifications

11 Total References
Web References
Peabody River Asset Management: Who We Are
www.peabodyriver.com, 29 July 2014 [cached]
portrait of Adam Apt
Adam Jared Apt, CFA, Manager. Mr. Apt has more than twenty years of experience in investment management. He received his MBA from the University of Chicago in 1986, and he is a holder of the CFA® (Chartered Financial Analyst®) designation.
Before establishing Peabody River Asset Management, Mr. Apt worked successively at two Internet startups, Asset Sciences, Inc., and LTSave, Inc. (which has been succeeded by RetireHub), firms that provided investment guidance and advice to individual investors over the Web. (In 2002, the Asset Sciences product, AssetPlanner, was acquired by Accenture.) LTSave focused solely on investing for retirement. At both firms, he was Vice President of Investment Analytics, which made him the de facto chief investment officer. He oversaw a team of investment professionals and designed the processes by which computers generated the automated investment advice. In addition, he wrote much of the explanatory and educational material that appears on line for the users. He also designed the Monte Carlo simulators that calculate the projected range of possible ending values of investment portfolios and the probabilities of different outcomes.
Mr. Apt began his career as a quantitative equity analyst at Keystone Investment Management Company (now absorbed into Wells Fargo Advantage Funds). He then joined Northfield Information Services, a provider of software, risk models, and technical consulting services for institutional investment managers, where he was the product manager for the firm's asset allocation software and fixed income toolkit, for which he also programmed, and he provided customer support for the firm's portfolio optimization software. From Northfield, he joined Colonial Management Associates (now absorbed into the Columbia Funds), where he was chief administrative officer of the equity group, with a number of managerial and analytical responsibilities, including investment performance analysis. He left Colonial in 1999 to join Asset Sciences.
Mr. Apt served on the board of the Boston Security Analysts Society (BSAS) from 1997 to 2000 and for many years sat on its Education Committee. He is a member of the BSAS, the CFA Institute, the Financial Planning Association, the Boston Economic Club, and the Society of Quantitative Analysts. He has been treasurer of the Boston Committee on Foreign Relations since 1991. He serves or has served on the boards or finance committees of several other not-for-profit organizations, including the Boston Center for Adult Education (board member, 1992-1997), the Boston Map Society (secretary, 2008-), and the History of Science Society (finance committee, 1996-2008, treasurer, 2009-). He has been president of the University of Chicago Graduate School of Business Club of Boston and the Oxford and Cambridge Society of New England. From 1995 to 2003, he taught the BSAS's introductory course in quantitative analysis for investment management.
Mr. Apt has been quoted in Money magazine.
Besides his MBA, he holds a BA from Amherst College in astronomy (1977), and a doctorate from Oxford University in the history of science (1982).
Mr. Apt continues to write book reviews for academic journals in the history of science and to contribute articles to various reference works, which have included the Encyclopedia Britannica, the Oxford Dictionary of National Biography, and the New Dictionary of Scientific Biography.
His recreations include book collecting and hiking in the mountains of the Northeast, where he has solo-hiked New England's hundred highest peaks and the forty-six high peaks of the Adirondacks. In 2006, he was guest curator of an exhibition of historic maps of the White Mountains of New Hampshire at the Harvard Map Collection.
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Adam Jared Apt, CFA, Manager
The History of Science Society | The Society
hssonline.org, 30 Sept 2013 [cached]
Adam Apt, Peabody River Asset Management
Editor
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Adam Apt, HSS Treasurer
Adam ...
bostonmapsociety.org, 2 Jan 2014 [cached]
Adam Apt Secretary
Adam Jared Apt, CFA, ...
illdave.com, 5 Oct 2013 [cached]
Adam Jared Apt, CFA, Manager Manager of Peabody River Asset Management, LLC
Beyond Academe: Outside the Box
www.beyondacademe.com, 19 Sept 2009 [cached]
Adam Apt Libraries and Archives
...
Dr. Adam Apt is the founder and owner of Peabody River Asset Management, a small investment advising company.
Adam received his doctorate in history from Oxford University. As a graduate student, he decided not to pursue an academic career. His reasons were varied but among them was his dislike of the need to balance his research with both teaching and an almost constant job search.
After completing his doctorate, Adam earned an MBA from the University of Chicago. Fascinated by the economic theory of investments, he went into the investment management profession and later worked at two startup internet investment management companies before moving on to found his own company, Peabody River Asset Management, in 2007.
Adam says that his doctorate in history "fostered a form of critical and analytical thinking that has been very valuable" in a business environment. The study of history, he notes, "encourages a tendency to find the larger historical context for business evaluations and decisions and to appreciate that the future will not be a simplistic projection of the present."
Because so much of business consists of presenting information and arguments to clients and colleagues and persuading them to adopt a particular view, Adam reports that teaching skills are highly valued by employers. Outside of his business offices, Adam also teaches classes for financial professionals, a task he enjoys as it enables him to improve his skills as a presenter. As he develops and expands his own company, Adam continues to draw on and use his skills as a teacher and researcher.
Leaving academia has enabled Adam to maintain multiple pursuits in his personal and professional life. Living in Boston provides him with access to some of the nation's best archives and research libraries. Proximity to these resources allows Adam to publish book reviews, contribute to different reference works and, more simply, read widely within his field.
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