Sign in
Adam Schwartz

Adam Schwartz

Partner, Portfolio Manager at First Manhattan Co. LLC.

New York, NY , United States

About

Adam H. Schwartz is a Partner and Portfolio Manager at First Manhattan Co. LLC in New York, where he manages assets for individuals, families, partnerships, and charitable trusts while collaborating closely with the firm's Executive Chairman, Robert Gottesman. He has over 27 years of industry experience and more than two decades at First Manhattan, where his responsibilities include portfolio oversight, strategic investment selection, and leading the development of specialized investment vehicles.

Adam’s investment practice is notable for a value-oriented, long-term approach focused on capital preservation and growth. He has played a lead role in establishing First Manhattan's private investment funds, particularly those with a focus on China (FM First China Funds, FM First Hong Kong Funds) and associated due diligence, traveling regularly to China and San Francisco. His sector experience is especially strong in companies with high barriers to entry and seasoned management teams, including a particular emphasis on telecom, technology, and cross-border investments.

Prior to First Manhattan, Adam worked as an investment banker at Morgan Stanley in New York covering telecom companies and as a strategic development analyst for a major European telecom firm in London, analyzing M&A opportunities. He holds an MBA from Columbia Business School and a BA in Economics and International Relations from Brown University, and he also serves on the board of The Child Center of NY.

Career History

OrganizationRoleDate RangeDetails
First Manhattan Co.Partner, Portfolio ManagerDec 2013 to Present
First Manhattan Co.Managing Director, Portfolio ManagerSep 2001 to Dec 2013

Education

Columbia Business School

Master of Business Administration

2003 2004

Brown University

Bachelor of Arts, Economics

1994 1998

Skills & Expertise

Financial Modeling
Equities
Investments
Hedge Funds
Asset Management
Public Equity Investing in HK
Portfolio Management
Fixed Income
Bloomberg
Alternative Investments
Investment Management
Private Equity
Equity Research
Capital Markets
Valuation
Due Diligence
Greater China

Others at First Manhattan Co. LLC. (15)

NameRoleLocation
A
Adam Wolf
AnalystNew York, NY , United States
D
Dickson Pau
Research Analyst - AssociateNew York, NY , United States
J
Jeremy Chase
AnalystNew York, NY , United States
Joshua Cagan
Joshua Cagan
AnalystNew York, NY , United States
L
Len Berman
PartnerNew York, NY , United States
Mark Zager
Mark Zager
Research Analyst Vice PresidentNew York, NY , United States
M
Michael Gasner
PartnerNew York, NY , United States
M
Michael Kelter
Partner, Portfolio ManagerNew York, NY , United States
Nancy Hu
Nancy Hu
Equity AnalystNew York, NY , United States
Wyatt Neyman
Wyatt Neyman
AnalystNew York, NY , United States
Showing 1-10 of 15 team members

Similar Fund Managers

NameRoleFundLocation
Andrew Gregory
Andrew Gregory
PartnerSteward Partners Investment Advisory, LLCSuffolk, VA , United States
Jodie Mrotek
Jodie Mrotek
AssociateSteward Partners Investment Advisory, LLCMilwaukee, WI , United States
Alex Shapses
Alex Shapses
PartnerSummit Trail Advisors, LLCNew York, NY , United States
B
Brandon Woods
PrincipalSummit Trail Advisors, LLCNew York, NY , United States
Abigail Schumer
Abigail Schumer
Portfolio ManagerSelect Equity Group, L.P.New York, NY , United States
A
Aldo Eysaman
Associate AnalystSelect Equity Group, L.P.Seattle, WA , United States