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, participated in the Leadership Toledo 2022-2023 Signature Program, and has taken up Latin dancing. Bobby also serves on the Finance Committee for International Samaritan.
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
This Outlook includes Founder & CEO Scott J. Savage’s gratitude for your 40 years of trust, how you can earn more interest on your cash, welcoming new SJS Team members, and looking forward to Q3 2024.
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.