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Michael Adler

Michael Adler

Research Analyst at Stegner Investment Associates Inc.

Littleton, CO , United States

About

Michael Adler is a Research Analyst at Stegner Investment Associates, Inc., based in Littleton, CO, where he joined as a full-time associate in May 2023. In his role, he supports the firm’s investment research processes, with responsibilities including due diligence, manager evaluation, and portfolio analytics for institutional and private clients.

He began his career with a research internship at Stegner, then worked as a Research Analyst at Cook Street Consulting, Inc., before returning to Stegner Investment Associates in a full-time capacity. Michael has direct experience in analyzing public and private market investment opportunities, with a particular focus on traditional equity and fixed income strategies for institutional portfolios.

Michael earned a Bachelor of Business Administration (BBA) in Finance from the University of Denver in 2021, where he developed strong quantitative and analytical skills supporting his expertise in manager due diligence and portfolio construction. His education and professional experience underscore his contributions to the investment advisory sector, specializing in research-driven investment recommendations and risk assessment for diverse client needs.

Career History

OrganizationRoleDate RangeDetails
Stegner Investment Associates, Inc.Research AnalystMay 2023 to Present
Cook Street Consulting, Inc.Research AnalystNov 2021 to May 2023
Stegner Investment Associates, Inc.Research InternshipJul 2021 to Nov 2021
• Researching closed end funds for SEC registered investment advisery firm • Analyzing closed end funds for potential inclusion in individual, endowment and foundation asset allocations • Worked colla...
Winnetka Golf ClubCamp CounselorJun 2018 to Aug 2020
- Instructed golf and set up games for kids aged 4-13 - Created a safe and fun environment for the campers - collaborated with co-workers and managers to brainstorm and act on ideas to make camp enjoy...
Power of the Golf BallFacility AssociateMar 2015 to Aug 2017
- Actively listened to customers and the organization needs, providing solutions to issues - Demonstrated strong customer service and ability to work with others - Maintained the facility to a high st...

Education

University of Denver

Bachelor of Business Administration - BBA, Finance, General

2017 2021

New Trier Township High School Winnetka

2013 2017

Others at Stegner Investment Associates Inc. (2)

NameRoleLocation
Beth Peabody
Beth Peabody
CEO and Chief Investment OfficerLouisville, KY , United States
Nick Jeffs
Nick Jeffs
Investment Research AnalystUnited States

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