Princeton Asset Management, LLC

Rui Falcon is a CFA® charterholder with 16 years of industry experience, currently serving at Princeton Asset Management, LLC since 2010. He previously worked at Princeton Investment Management, LLC from 2021 to 2025. Falcon served as president of The Chinese Association of Science, Education and Culture of South Florida Inc. from 2023 to 2025, a nonprofit focused on promoting Asian culture. Princeton Asset Management, LLC provides discretionary portfolio management primarily to institutional clients and high-net-worth individuals, emphasizing security selection, sector allocation, and ESG integration across its fixed income and opportunistic credit strategies. The firm is 100% women minority owned and maintains performance composites with oversight aligned to Global Investment Performance Standards.

Adam Falcon is a CFA® charterholder with 10 years of industry experience. He has been with Princeton Asset Management, LLC since 2009 and previously worked at Princeton Investment Management, LLC from 2021 to 2025. Outside of his advisory role, he serves as a registered agent for a private ranch entity. Princeton Asset Management, LLC provides discretionary portfolio management primarily to institutional clients and high-net-worth individuals, including family offices and foundations. The firm offers separately managed accounts with strategies that integrate ESG frameworks and employ security selection, sector weighting, and yield-curve positioning, distinguishing itself through its use of margin and short positions under Global Investment Performance Standards oversight.