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Adam Grealish

Data Science & Quantitative Finance

Adam Grealish is currently the Head of Investments at Altruist, a position he has held since June 2021.1 Prior to this role, he was a prominent figure at Betterment, where he led strategic asset allocation, fund selection, automated portfolio management, and tax strategies.2

Grealish has a diverse background in finance and investing:

  1. At Altruist, he focuses on making financial advice more accessible through technology and human expertise.1
  2. He served as a vice president at Goldman Sachs, overseeing structured corporate credit and macro credit trading strategies.2
  3. Earlier in his career, he was part of the global quantitative equity portfolio management team at New York Life Investments.2

Grealish is known for his expertise in:

  • Robo-advisors and automated investing
  • Tax optimization strategies
  • Portfolio management and asset allocation
  • Financial technology (fintech)

He is also a contributor to financial publications, writing articles on topics such as investment strategies, tax management, and market trends for outlets like Kiplinger.2

Recently, Grealish has been active in discussing AI and its implications for the investment industry, as evidenced by his LinkedIn posts.34

Highlights

Jun 25 · altruist.com
Strategies to Maximize After-Tax Returns with Altruist's Adam Grealish
Nov 11 · kiplinger.com
Articles by Adam Grealish | KIPLINGER
Articles by Adam Grealish | KIPLINGER
Jul 29 · Quartz
Everything you need to know about direct indexing - Quartz
Jul 29 · Quartz
Direct indexing: Indulge in what you want — Quartz Weekly Obsession — Quartz - Quartz
Direct indexing: Indulge in what you want — Quartz Weekly Obsession — Quartz - Quartz
Sep 17 · youtube.com
Adam Grealish: "An Algorithmic Approach to Personal Investing"
Adam Grealish: "An Algorithmic Approach to Personal Investing"

Related Questions

What are Adam Grealish's key achievements at Betterment?
How does Adam Grealish's approach to investing differ from traditional methods?
What strategies does Adam Grealish recommend for maximizing after-tax returns?
Can you provide more details about Altruist's automated tax management tool, TaxIQ?
What are some of the investing trends Adam Grealish has identified for 2022?
Adam Grealish
Adam Grealish, photo 1
Adam Grealish, photo 2
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Location

New York, New York