Robert Adler

Financial data filings identified and accessed locally, cloud, or hybrid; are visualized for sector- and security-specific analytics, in multiple levels of detail, using AWS, Tableau, and ad hoc tools to extend development of visualization resources/methods.  The application interface merges visual analytics with market data to understand sentiment and visualize demand from changing asset flows, securities prices, and professional share ownership levels. The application extends to non-Financial structured dimensions..

Thomson Reuters -
Sold AMG Data Services to Thomson Reuters in 2009; upgraded subscriptions; added new business globally.   Managed the transition of the AMG fund flow database and portfolio data acquisition systems to Thomson Reuters:

AMG Data Services ∙ 1991-2009     
Founder, CEO
Designed, managed, and marketed the only accurate, timely, and comprehensive weekly investor fund flow data as the proxy for investor sentiment in the markets.  Continuous annual renewals to the AMG weekly data by investment firms including Goldman, BAML, Citi, Fidelity, Renaissance, JP Morgan, Barclays, etc.  

Bridge Information Systems ∙ 1986-1989
Director of Fixed Income
Designed and marketed a fixed income order indication system to >100 dealers and investment managers which enabled market participants to indicate bond purchase/sale interest employing 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 the SEC as the regulatory vehicle to operate a tax-exempt securities exchange.  The automated execution system for municipal bonds was among the first fixed-income trading systems successfully developed and implemented in a regulated environment..



Master of Business Administration in Management
New York University Graduate School of Business Administration

Bachelor of Arts – American Studies, Sociology, Chemistry
University of Minnesota

Passed 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

Lecturer in Corporation Finance and Money & Banking Courses
California State University (Humboldt)

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