Adam Sternberg

Prior to joining HCM in 2007, he worked as a financial analyst at Ken Stern & Associates (KSA), a registered investment advisor based in San Diego, California, which specializes in asset management and wealth planning.
At KSA, Mr. Sternberg assisted in the g p g p g g management of a “large-cap equity” model portfolio and worked extensively in “Efficient Frontier” portfolio modeling/asset allocation.
Previously, Mr. Sternberg was employed as an intern to both the regional and executive directors at the W.E.
Upjohn Institute for Employment Research (“Institute”) in Kalamazoo, Michigan.
His primary focus with the Institute was the creation of regression and other statistical models to test the suitability of school consolidation scenarios in the state of Michigan.
Mr.Sternberg graduated from the University of California, San Diego with a B.A.
in Economics with “Honors with Distinction” in 2005.
Currently, Mr. Sternberg is a CFA Level II Candidate.