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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stegner Investment Associates, Inc. | Research Analyst | May 2023 to Present | — |
| Cook Street Consulting, Inc. | Research Analyst | Nov 2021 to May 2023 | — |
| Stegner Investment Associates, Inc. | Research Internship | Jul 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 Club | Camp Counselor | Jun 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 Ball | Facility Associate | Mar 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)
| Name | Role | Location |
|---|---|---|
| CEO and Chief Investment Officer | Louisville, KY , United States | |
| Investment Research Analyst | United States |
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