Adam received an MS in computational finance from the University of Washington and is a holder of the right to use the Chartered Financial Analyst® designation.
Adam Lozinski, CFA, is a senior vice president and consultant in Callan’s Capital Markets Research group. He is responsible for assisting clients with their strategic investment planning, conducting asset allocation studies, developing optimal investment manager structures, and providing custom research on a variety of investment topics. Adam is a member of Callan’s Nonprofit Group and Student Engagement Team. He is a shareholder of the firm.
Adam joined Callan in 2017, working in the Denver consulting office before moving to Capital Markets Research in 2021. Previously, Adam worked with the institutional sales group at Janus Capital and prior to that he began his career at RVK.
Adam received an MS in computational finance from the University of Washington and a BS in finance from Colorado State University. Adam is a holder of the right to use the Chartered Financial Analyst® designation, and is a member of CFA Institute and CFA Society Colorado.