Bobby Adusumilli, cfa
Investment / Compliance Associate, investment committee member
Bobby focuses on investment research, portfolio analysis, and investment implementation, with the goal of helping investors do better over time. Bobby is a member of the SJS Investment Committee, performing research to help guide discussions at the Investment Committee’s meetings. Additionally, Bobby assists with the SJS Community Involvement initiative as well as manages the SJS blog.
A former SJS Intern, Bobby brings to SJS a wealth of experience. During his time with Dimensional Fund Advisors, Bobby served as a Portfolio Management Analyst / Associate at offices in Austin, Charlotte, and London, where he worked closely with emerging markets equity portfolios. Additionally, Bobby has been a CFA charterholder since 2021.
Bobby graduated Valedictorian from St. John’s Jesuit High School in Toledo, helping St. John’s win the 2011 Ohio Tennis Team State Championship. He earned his bachelor’s degree in Economics from the University of Chicago, where he captained the men’s varsity tennis team, which advanced to the Final Four twice during his tenure.
In his free time, Bobby teaches the Sanatana Dharma Sunday School at the Hindu Temple of Toledo, recently participated in the Leadership Toledo 2022-2023 Signature Program, and has taken up Latin dancing.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
The Outlook includes our evolving MarketPlus® Investing philosophy by standing on the shoulders of giants, and ways to help protect your personal information and financial assets. We also highlight The Ability Center and look forward to Q2 2024.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
The SJS Q4 2023 Outlook includes our insights on small town values, MarketPlus® Investing, and planning financially for the new year. We also highlight new SJS Team members and look forward to Q1 2024.
International Samaritan is a 501(c)(3) nonprofit organization that is working to break the chains of poverty and improving lives, particularly within garbage dump communities worldwide.
Leadership Toledo is an organization that connects individuals with the community, engaging and involving them with initiatives that make the Toledo region a great place to live, work, and enjoy.
The SJS Q1 2023 Outlook includes our insights on planning for your legacy, tomorrow’s headlines today, how the SECURE 2.0 Act may impact your finances, and looking forward to Q2 2023.
In efforts to further improve retirement plan saving and investing, the SECURE 2.0 Act was signed into law in December 2022. We want to highlight how this act may impact your finances.
The end of the year provides a great time for us to reflect on recent experience to divine lessons to help us going forward.
We asked each student to write a summary of what they learned during the internship, which we share here. We thank Kleiston, CJ, Beckham, and Zach for spending their internship with us, and we wish them well going forward!