Our Team
Adam Andrews Portfolio Manager
​
Adam obtained a Bachelor of Science from Fordham University’s Gabelli School of Business. He studied Finance and Economics with a specific concentration in Value Investing. During his tenure at Fordham, he recognized the staunch disconnects between the market prices and underlying business fundamentals which lead him to develop his own methodology for valuing companies.
​
Adam began working as an analyst in 2015, where he was able to expand his research, and continue to refine his valuation methodology and investment strategy.
​
In 2017, Adam officially launched the Intrinsic Value Portfolios, opening up his unique strategy and style to the investing public, with the paramount goal of protecting investors from catastrophes like the Global Financial Crisis of 2008.
It is through the Intrinsic Value Portfolios that Adam seeks to bring truth and clarity back to the investing world. He hopes to share his methodologies with the masses in an effort to educate and aid investors who require grounded, truthful interjection in a tumultuous and dynamic ecosystem.
Portfolio Management Team
Joseph Massaro
Joe was born and raised in Norwalk, Connecticut, and is a graduate of Brien McMahon High School, and the University of Connecticut in Storrs. Joe has been in the Finance Industry since 1995 and is a Certified Financial Planner™. He brings extensive knowledge and experience to the portfolio management team.
​
Portfolio Management Team
Frédéric De Baeck
Frederic joined Money Concepts in 2002 after spending 11 years in the corporate business world. Frederic brings with him a personal and holistic approach to Wealth Management where he works side by side the client helping them to achieve their goals.
​
Portfolio Management Team
Brenna Warren
Brenna has been working in the Financial Industry since 2011 and is a Certified Financial Planner™. Brenna is a graduate of St. Lawrence University where she earned her degree in Economics, Mathematics and Statistics. She specializes in helping individuals, organizations and businesses with long term financial planning.