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Profile
Currently, Adam Edelstein is a Credit Analyst at Invesco Advisers, Inc. starting in 2024.
Mr. Edelstein is also President at AmGUARD Insurance Co. and President at WestGUARD Insurance Co. Formerly, Mr. Edelstein was an Analyst & Portfolio Manager at Armbruster Capital Management, Inc. from 2023 to 2024.
Mr. Edelstein completed undergraduate studies at the University of Leeds and graduate studies at The University of Chester.
Adam Edelstein active positions
| Companies | Position | Start |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Analyst-Fixed Income | 01/08/2024 |
AmGuard Insurance Co.
 AmGuard Insurance Co. Property/Casualty InsuranceFinance Provides commercial insurance services | President | - |
WestGUARD Insurance Co.
 WestGUARD Insurance Co. Multi-Line InsuranceFinance Provides workers compensation insurance services | President | - |
Former positions of Adam Edelstein
| Companies | Position | End |
|---|---|---|
Armbruster Capital Management, Inc.
 Armbruster Capital Management, Inc. Investment ManagersFinance ACM employs long-term, buy-and-hold strategies to gain exposure to the returns of the various segments of the global investment markets. The firm constructs a customized portfolio based on a combination of the client’s financial profile and their statistical analysis of asset class risk and return characteristics. Their preferred approach is to invest a client’s entire portfolio using a diversified mix of index-based ETFs and mutual funds. | Analyst-Equity | 01/08/2024 |
Training of Adam Edelstein
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
56
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
University of Leeds
 University of Leeds Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AmGuard Insurance Co.
AmGuard Insurance Co. Property/Casualty InsuranceFinance Provides commercial insurance services | Finance |
WestGUARD Insurance Co.
WestGUARD Insurance Co. Multi-Line InsuranceFinance Provides workers compensation insurance services | Finance |
The University of Chester
 The University of Chester Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Armbruster Capital Management, Inc.
Armbruster Capital Management, Inc. Investment ManagersFinance ACM employs long-term, buy-and-hold strategies to gain exposure to the returns of the various segments of the global investment markets. The firm constructs a customized portfolio based on a combination of the client’s financial profile and their statistical analysis of asset class risk and return characteristics. Their preferred approach is to invest a client’s entire portfolio using a diversified mix of index-based ETFs and mutual funds. | Finance |
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