Robert Adler 08.2025

Contact: AMG.RADLER@gmail.com

• Copyright 2025 AMG Kernel to visualize how values and sentiment are changing with trusted Financial data templates.
• The Business Concept data and analytics design is described at www.amgui.com
• EDGAR filing data changes at SEC.gov are visualized for time-series analytics.
• The sentiment data analytics visualize net investor demand and expected asset values of open-end fund flows, securities prices, and asset levels.

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Thomson Reuters 2009-2010 Director Fixed Income Americas

• Sold AMG Data Services to Thomson Reuters (Lipper).
• Upgraded Customer Subscriptions; 92% Renewal; Added new business globally.
• Managed the transition of the AMG fund flow and portfolio data acquisition systems, procedures, and methodologies.
• Integrated AMG products and pricing mechanisms to enhance the Lipper brand and TR product offerings.
• Research, Sales Closer with TR teams;
• Sourced print media analysis of weekly fund flow data and reports to WSJ, Barron's, NY Times, Dow Jones, Bloomberg.

AMG Data Services ∙ 1991-2009     
Founder, CEO

• Designed, managed, and marketed accurate, timely, and comprehensive fund flow investment data as the weekly proxy for investor sentiment.
• Continuous subscription renewals to the AMG data by investment firms include Goldman, BAML, Citi, Fidelity, Renaissance, JP Morgan, Barclays, ....  
  
• Utilized evolving open-source database and Internet technologies to collect, verify, and train asset and price data into reports of investor fund flows in the $40 Trillion US mutual fund (incl. ETF) data set.
• Created database of SEC investment management companies and US registered mutual fund portfolios to dimensionalize relative liquidity in industry groups, countries, ETF classes, and other indexes structured for emerging analytics of security-specific portfolio datasets.

Bridge Information Systems ∙ 1986-1989
Director of Fixed Income
Designed and marketed a fixed income order indication system to >100 dealers and investment managers that enabled market participants to indicate bond purchase/sale interest with specific/vague ID of the price, size, and name components of a securities trade.

Robert L. Adler & Co, Inc. ∙ 1982-1986
Founder, CEO

• General securities broker dealer was granted a 'No-Action letter' by SEC Staff to operate a tax-exempt securities exchange. 
• The automated execution system for municipal bonds was among the first fixed-income trading systems developed and implemented in a regulated environment.
  

Securities and Information Industry Positions 1968-1981 include:

• Municipal Bond Trading, Underwriting, Sales
• Corporate Planning
• Tax Shelter Sales
• Cage Operations

EDUCATION - TRAINING

New York University (Stern) Graduate School of Business Administration:

• MBA in Management Science

University of Minnesota:

• Bachelor of Arts – American Studies, Sociology, Chemistry

NASD Examinations (CRD License 1645):
S1: Full Registration/General Securities Representative
S24: General Securities Principal
S27: Financial and Operations Principal
S53: Municipal Bond Securities Principal

Lectured in Money, Banking, Corporation Finance
California State University (Humboldt)