ADAM W. STAUFFER

adamstau@hawaii.edu

LinkedIn: linkedin.com/in/adamwstauffer • GitHub: @adamwstauffer • Portfolio: adamwstauffer.github.io

APPLIED AI WORK & PROJECTS

Kumu: AI-first course tutorial site · adamwstauffer.github.io/ai-lms

• Designed and built the companion tutorial site for all my courses: stage-by-stage case projects across four subjects, with checklists, self-quizzes, hands-on labs and an AI tutor.

AI-native course design

• Rebuilt every course project around Frame → Specify → Build with AI → Validate → Decide, for undergraduate, MBA and executive MBA students in Honolulu, Vietnam and online. AI use is expected and disclosed; students keep prompt logs and AGENTS.md portfolio repositories on GitHub.

Agentic workflows with Claude Code

• Built custom skills and subagents for staged lecture-deck development (storyline, evidence pack, citation matrix) and primary-source fact-checking under a strict no-fabrication policy.

EDUCATION

The Wharton School, University of Pennsylvania, Philadelphia, PA

• Master of Business Administration • Major: Finance

Trinity College, Hartford, CT

• Bachelor of Arts • Major: Biology

ACADEMIC EXPERIENCE

Shidler College of Business, University of Hawaiʻi at Mānoa

• Faculty Lecturer, Finance & Economics, Honolulu, HI
  • Teach graduate and undergraduate courses in Micro- & Macroeconomics for Managers, Economic & Financial Environment of Global Business, Corporate Finance, and International Business Finance, including in the Vietnam Executive MBA and the Distance Learning EMBA.

Windward Community College, University of Hawaiʻi

• Lecturer, Sustainable Agriculture Entrepreneurship, Kāneʻohe, HI
  • Developed and taught a curriculum in sustainable agribusiness fundamentals, emphasizing both ecological stewardship and economic viability.
  • Guided student entrepreneurs through full business plan development, including budgets, financial statements, funding strategies, and investor presentations.

British Virgin Islands Financial Services Institute

• Instructor & Tutor, Tortola, BVI
  • Taught the Investments Module for professionals preparing for the Institute of Chartered Secretaries and Administrators (ICSA) exam, covering savings and investment, capital markets, and regulatory environments.

PROFESSIONAL EXPERIENCE

Springline Capital Ltd.

• Founder & Chief Investment Officer, Tortola, BVI
  • Managed five global macro portfolios for high-net-worth individuals and companies, utilizing ETFs, bonds, and risk-balanced strategies related to growth and inflation.
  • Hosted annual Retirement Planning seminars for client employees, including presentations on investment fundamentals and retirement planning tools.

OIA Ltd.

• Director & Portfolio Manager, Tortola, BVI
  • Developed a defined contribution plan for one of the largest trust companies, providing asset management, trustee services, and participant-level reporting.

Barclays Capital + Lehman Brothers

• Trader & Market-Maker, New York, NY
  • Priced and traded international and commodity ETFs; managed real-time risk for $1 B+ in inventory.
  • Built pricing and carry-arbitrage algorithms saving >$50 K per month in financing costs.
  • Rebuilt client relationships post-Lehman acquisition, restoring institutional flows to pre-crisis levels.

Advent Software

• Marketing Manager, New York, NY & San Francisco, CA
  • Led market validation and global launches of Advent's solutions for hedge funds and fund administrators, conducting roadshows and market research.
  • Achieved a 100% increase in market share within the fund administrator segment in one year and solidified Advent's position as the portfolio management and partnership accounting leader in the global macro hedge fund sector.

ENTREPRENEURIAL & AGRIBUSINESS EXPERIENCE

"Daddy's" Food Forest

• Farmer, Erie, PA
  • Establishing a one-acre permaculture food forest on former pastureland using multi-story cropping; cultivating multiple varieties of fruits, berries and native pollinator flowers, trees, and grasses.
  • Developed soil-amendment calculator based on Dr. William Albrecht's and Dan Kittredge's methods.
  • Created biochar and earthworks systems to enhance water retention and soil carbon.

GoFarm Hawaiʻi AgCurious Graduate

• Completed introduction to production agriculture and farm management.

Greenshoot.Org

• Founder & Lead Developer, Honolulu, HI & Raleigh, NC
  • Built a disaster-recovery registry platform connecting donors and survivors post-Hurricane Irma.
  • Completed accelerator programs.

CERTIFICATIONS & ADDITIONAL SKILLS

• CFA Charterholder (2004 – 2011)
• AI & Technical (self-taught): Claude Code (skills, subagents, MCP), Codex, Anthropic and OpenAI APIs, Git/GitHub, GitHub Actions, Python, JavaScript, SQL, Visual Basic, Excel Modeling
• FINRA Licenses: Series 7, 55, 63

COMMUNITY & INTERESTS

• Community Emergency Response Team (CERT) Volunteer, Honolulu, HI
• Mentor, Grand Street Settlement, New York, NY
• Mentor & Tutor, S.F. School Volunteers, San Francisco, CA
• Camp Mokuleia, Waialua, HI
• Interests: Regenerative Organic Farming • Sailing • Surfing • Fishing • Rugby • Crypto Economics