Who we are
CEO & Founder of Trivariate Research LP
Adam brings 20 years of experience in equities, including four years on the buy side and 18 years on sell side to Trivariate Research LP. Prior to Trivariate Research, Adam was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019 Adam worked as the Director of Quantitative Strategy at Eminence Capital, reporting to the CEO and Founder. In this role, he was responsible for building a quantitative infrastructure to conduct analysis around single stock research; risk management; diagnostics of prior trades to improving sizing and timing; and macro research.
Managing Director, Head of Sales at Trivariate Research LP
In his 20 years of experience in the financial services industry, Colin has held various senior roles at Morgan Stanley and UBS including institutional equity sales and relationship management. Colin has worked with a variety of clients including hedge funds, pension funds, endowments, mutual funds and other institutional money managers. He has experience in a diverse range of equity products from single stock equities, ETFs, indexes, derivatives, prime brokerage, trading, and capital market activities, Prior to Trivariate Research, Colin worked at Minot Wealth, and independent wealth advisory firm. Colin is a graduate of Providence College and lives in Wellesley, MA with his wife, Erin, and their three children, Brennan, Will and Chris.
Director, Research Sales at Trivariate Research LP
Ryan joined Trivariate Research in December 2022 as a Director. He has 15+ years of financial services experience working at Bank of America Merrill Lynch and UBS in both New York and Chicago. In his last role at UBS, Ryan was an Executive Director and led the firm’s Central Region Franchise Sales effort. Ryan has experience in a diverse range of equity products and has worked with a variety of clients including hedge funds, mutual funds, and other institutional investors. Ryan has a BSBA in Finance and International Business from the McDonough School of Business at Georgetown University. During his time at Georgetown, Ryan was four-year letter winner on the varsity football team. Ryan is a volunteer in American Corporate Partners mentorship program assisting veterans with career and life transitions. He resides in Orange County, CA with his wife Allison and their two sons.
Analyst at Trivariate Research LP
Maxwell is a Quantitative Research Analyst who joined Trivariate in May 2022 after graduating from Northeastern University. Maxwell completed a BS in Mathematics and Business Administration with a concentration in Finance and a minor in Data Science. He previously interned at Trivariate in the summer of 2021 and developed a quantitative sports betting data and risk management framework through an entrepreneurship program at Northeastern.
Analyst at Trivariate Research LP
Chang joined Trivariate Research as a Quantitative Research Analyst in March of 2023. Previously, Chang was a data scientist at AllianceBernstein’s central Data Science and Quant team where he built models for equity investment. He has experience in applying machine learning in investing from alpha research to portfolio construction. Chang has a MS in computational finance at Carnegie Mellon University and BA in mathematics, economics, and a minor in computer science from Brandeis University.
Senior Sales Consultant at Trivariate Research LP
Brad has held various sales and sales management positions over the last 30+ years, with UBS and Morgan Stanley, and has been an advisor to global equity / cross asset strategy committees. He innovated the multi-asset sales coverage model for US Mutual Fund GAA clients and has strong relationships across the US Mutual Fund Multi-Asset Solutions community. He has a working knowledge of cross-asset investment products and global portfolio construction. Brad earned a M.B.A. from the Columbia Business School (Finance / Accounting), an B.A. from Boston College (Economics), and matriculated at Durham College, UK.
Director of Corporate Sales at Trivariate Research LP
Julie formerly worked as an equity research analyst at Fidelity covering the semiconductor and retail industries and as a research associate at Sanford Bernstein covering semiconductor, software and IT services. She began her Wall Street career at Robertson Stephens as an Investment Banking analyst covering the Telecom and Healthcare IT Services industries. Julie has a BSBA in Finance from the McDonough School of Business at Georgetown University. She lives in Winchester, MA, with her husband, Bill, and their son and daughter.