Fortigent™

Fortigent Strengthens Research Team with New Fixed Income Director

July 21, 2009

Rockville, MD, July 21, 2009 — Fortigent LLC, a leading provider of outsourced wealth management solutions for financial advisors and institutions targeting high net worth clients, announced today that 19-year industry veteran Adam Cohen has joined the firm’s Research Team as Director of Fixed Income. Mr. Cohen, recently a Senior Vice President and Portfolio Manager at Atlantic Trust Private Wealth Management (formerly Stein Roe Investment Counsel), will be responsible for overseeing all fixed income solutions of the firm, for appropriately positioning fixed income strategies within diversified portfolios, and for researching, selecting, and monitoring managers. 

“We are delighted to welcome Adam to our team,” says Scott Welch, Executive and Senior Managing Director of Investment Research and Strategy. “Investors and advisors are focusing more attention on fixed income solutions within their portfolios, and Adam’s experience and expertise plays perfectly into that increased interest. He brings both portfolio management and third-party due diligence skills to the table, and he is a great complement to our already deep research team. Fortigent has earned a strong reputation for investment research excellence – especially in the high net worth space – and Adam will only add to that reputation.” 

“I am very excited to be joining a firm with the investment reputation of Fortigent,” says Adam Cohen. “The firm’s focus on advisors that serve High Net Worth investors is a unique market niche, which positions it well for business success. The firm’s existing fixed income solutions are already deep and broad, and I look forward to bringing my expertise to bear to make it even stronger.” 

Adam holds a CFA charter and his most recent position was as a Senior Vice President and Portfolio Manager of Fixed Income at Atlantic Trust Private Wealth Management, a HNW wealth advisory firm. In that capacity he managed an in-house portfolio of fixed income assets and participated in the due diligence process for outside managers.

Adam holds an MBA from Loyola University of Chicago and a Bachelor's degree in History from The College of Wooster. He is married and has two children. He will be based in Rockville, MD at Fortigent’s home office.

About Fortigent. Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, trust companies, and independent advisory firms. Services include an “open architecture” investment platform with particular expertise in alternative investments, a flexible unified managed account program, and consolidated wealth reporting. Fortigent’s web-based portal interface allows access to proposal and rebalancing tools, client portfolio reporting and accounting, as well as industry articles, research papers, and other practice management and business development resources. For more information, visit www.fortigent.com. < previous page