CONTACT:

EMAIL: ASICARD@PERFORMAUSA.COM

PHONE: (802)-540-8120

Adam is Performa’s Head of Portfolio Management Operations responsible for new account setup, GIPS composite maintenance and portfolio accounting & trade operations oversight.  He is also responsible for vendor oversight and review as well as the ongoing strategic evaluation of operational based projects and controls. Prior to joining Performa in 2015, he was Vice President of Operations at Maple Capital Management where he was responsible for managing the new account onboarding process and operational workflow. Prior to that, Adam was the Head of Operations at Dwight Asset Management Company. Adam graduated from Providence College with a B.S. in Business Management/Finance.

adam works out of performa’s burlington, vermont office.

SCOTT MCINTYRE,®CFA

HEAD OF CORPORATE CREDIT

DAVID KILBORN, CFA®

CHIEF INVESTMENT OFFICER

WARREN MILLER

CLIENT RELATIONSHIP MANAGER