Adam Kathiriya
Vice President | Family Office | Investment Management | Lean Six Sigma Green Belt | Mentor
- Role
- Vice President at Family Office
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Adam Kathiriya
Experienced associate with a demonstrated history of working in the investment management industry. Strong operations and marketing professional skilled in cultivating relationships, financial analysis, trading securities, and streamlining and improving processes.
Experience
Vice President
Feb 2026 — Present
Education
San Diego State University
Lean Six Sigma Green Belt
Skills
- Asset Managment
- Financial Analysis
- Private Banking
- Corporate Finance
- Equity Research
- Securities
- Financial Modeling
- Investments
- Hedge Funds
- Fixed Income
- Portfolio Management
- Trading
- Investment Banking
- Finance
- Bloomberg
- Alternative Investments
- Valuation
- Capital Markets
- Series 7
- Equities
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