Adam Lerner is a Principal at McNally Capital. Prior to joining McNally, Adam was a financial consultant with Wachovia Securities acting in a portfolio management and equity research capacity. Conducting fundamental, deep-dive debt and equity analysis, he covered over 200 companies across capitalization ranges, style (domestic and foreign), and industry sectors. Adam began his career with Lehman Brothers Inc. as an Operations Analyst focusing on business process and technology improvements. In addition, on a pro-bono basis, he has worked with start-up enterprises to streamline their business and strategic plans and develop their unit economic models. Adam received a BA in Organizational Studies with concentrations in Economics and Organizational Behavior from the University of Michigan - Ann Arbor and an MBA from the University of Chicago's Booth School of Business.


P: 312-357-3722