Adam Rutherford

About Adam Rutherford

My current journey is all about facilitating tax equity investments for companies in the Pacific Northwest (AK, WA, OR, ID, MT, WY and Northern California). Our approach clears the path for our clients to purposefully direct what would otherwise be a tax liability into income producing, environmental and socially responsible investments. The benefits: tax credits, return focused involvement in projects and most importantly, the ability to make a difference in our communities and our world. Foss & Company makes this possible with a proven process and deep connections in all corners of the industry, enabling our clients to focus on their core business while capturing the benefits of tax equity investing.In prior roles and experiences, I\'ve been lucky to study, work, play, learn, present, teach and grow with some of the most amazing people on the planet. Proud of what we\'ve accomplished together and really excited for what\'s to come.

Experience

1. Vice President, Investments (Northwest)

   Foss & Company

   Sep 2022 — Present · Bend, OR, US

   I work directly with institutional investors and large corporations to direct their tax equity capital into high-impact, tax credit-generating projects like renewable energy, carbon capture and historical real estate.

Education

• University of Missouri Trulaske College of Business

  BSBA, Finance & Real Estate

  2002 — 2006

• Columbia Business School

  MBA, Business

  2010 — 2012

Skills

• Modeling
• Equities
• Spreadsheets
• Financial Analysis
• Microsoft Excel
• Content Development
• Financial Education
• Investments
• Series 63
• Asset Allocation
• Mutual Funds
• Finance
• Financial Modeling
• Asset Managment
• Mba
• Capital Markets
• Series 7
• Asset Management
• Relationship Management
• Alternative Investments
• Financial Services
• Public Speaking
• Series 65