Adam Alpert
Director/Board Member at Make a Wish Foundation
Profile
Adam Alpert has 25 years of wide-ranging experience in the financial industry.
Previous to joining ITE, Adam founded the trading firm Synergy Capital Holdings, which specialized in trading options, equities, commodities, and futures.
As sole Managing Partner for eleven years, he was responsible for risk management and originating trading strategies.
He recruited, trained, and managed traders at all levels.
He oversaw the firm’s governance, led the compliance team, as well as managing the relationships with investors.
Adam started the foundation of his career at Susquehanna International Group where he was the head trader for the West Coast branch.
He also taught the Susquehanna education program while in San Francisco.
After leaving Susquehanna, he became the Portfolio Manager for Evolution Capital Management.
Adam attended the University of Michigan, where he earned his Business Degree from the Michigan BBA program.
He currently sits on the board for the Make-A-Wish Foundation.
Adam Alpert active positions
| Companies | Position | Start |
|---|---|---|
ITE Management LP
 ITE Management LP Investment ManagersFinance ITE Management LP (ITE Management) is a private equity firm founded in 2014 by Jason Koenig, David Smilow and James Unger. The firm is headquartered in New York. | Private Equity Investor | 2020-07-31 |
| Make a Wish Foundation | Director/Board Member | 2019-08-31 |
Former positions of Adam Alpert
| Companies | Position | End |
|---|---|---|
Synergy Capital Management LLC
 Synergy Capital Management LLC Investment ManagersFinance Synergy Capital Management LLC provides investment management, financial planning, and financial consulting services. It also offers retirement planning, insurance planning and risk management, estate planning, tax planning, and education planning services. The company is headquartered in Atlanta, GA. | Founder | 2017-12-31 |
Evolution Capital Management LLC
 Evolution Capital Management LLC Investment ManagersFinance Evolution Capital Management LLC (Evolution) is an independent registered investment advisor and alternative investment manager headquartered in Crystal Bay, Nevada. The firm was founded by Michael Lerch in 2002 and is a subsidiary of Tiger Trust. Evolution manages private investment funds for corporations, pension plans, foundations, trusts, estates, and high net worth individuals. | Portfolio Manager-Equities | 2006-12-31 |
Susquehanna International Group LLP
 Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Trading-Equity | - |
Training of Adam Alpert
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Susquehanna International Group LLP
Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Finance |
Evolution Capital Management LLC
Evolution Capital Management LLC Investment ManagersFinance Evolution Capital Management LLC (Evolution) is an independent registered investment advisor and alternative investment manager headquartered in Crystal Bay, Nevada. The firm was founded by Michael Lerch in 2002 and is a subsidiary of Tiger Trust. Evolution manages private investment funds for corporations, pension plans, foundations, trusts, estates, and high net worth individuals. | Finance |
| Make a Wish Foundation | Health Services |
Synergy Capital Management LLC
Synergy Capital Management LLC Investment ManagersFinance Synergy Capital Management LLC provides investment management, financial planning, and financial consulting services. It also offers retirement planning, insurance planning and risk management, estate planning, tax planning, and education planning services. The company is headquartered in Atlanta, GA. | Finance |
ITE Management LP
ITE Management LP Investment ManagersFinance ITE Management LP (ITE Management) is a private equity firm founded in 2014 by Jason Koenig, David Smilow and James Unger. The firm is headquartered in New York. | Finance |
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