

Tarik Adam has been an Investment Manager with Peppertree Partners since 2006 after working with various Investment firms for the previous 6 years. Most recently he was with Allegiant Asset Management, a $26 billion institutional money manager for National City Bank, working as a Small Cap Value Investment Analyst. While at Allegiant, Mr. Adam conducted due diligence on Small Cap public companies and helped to manage a $225 million institutional portfolio. His duties included stock selection, meeting with management teams, statistical analysis, company valuations and marketing. Prior to Allegiant, Mr. Adam worked for Brantley Asset Management, a money manager with a Small Cap strategy and a Micro Cap Hedge Fund under management. Mr. Adam started his investment career as an Equity Portfolio Analyst in the Portfolio Strategies group at McDonald Investments. He holds a B.S.B.A. in Finance from The Ohio State University and an M.B.A. from Case Western Reserve’s Weatherhead School of Management.
