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Adam Christopher Sweet
Gestionnaire de Portefeuille-Actions chez
Jacobson & Schmitt Advisors LLC
Profil
Mr. Adam C.
Sweet, CFA MBA, is a Senior Portfolio Manager & Partner at Jacobson & Schmitt Advisors LLC.
Mr. Sweet was previously employed as a Portfolio Manager by Madison Asset Management LLC and an Analyst by MEMBERS Capital Advisors, Inc.
He received his undergraduate degree from the University of Wisconsin.
He is a Chartered Financial Analyst Charterholder and earned his MBA specializing in investing from the University of Wisconsin-Madison.
Postes actifs de Adam Christopher Sweet
| Sociétés | Poste | Début |
|---|---|---|
Jacobson & Schmitt Advisors LLC
 Jacobson & Schmitt Advisors LLC Investment ManagersFinance JSA seeks to deliver long-term, above-average returns. As responsible asset managers, the firm invests in companies that they expect to yield high returns while remaining committed to corporate social responsibility. | Gestionnaire de Portefeuille-Actions | 01/07/2019 |
Anciens postes connus de Adam Christopher Sweet
| Sociétés | Poste | Fin |
|---|---|---|
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance MAM seeks to offer their clients investment strategies that deliver positive risk-adjusted returns while providing capital preservation. | Analyst-Equity | 01/06/2019 |
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus. | Analyst-Equity | - |
Formation de Adam Christopher Sweet
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus. | Finance |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance MAM seeks to offer their clients investment strategies that deliver positive risk-adjusted returns while providing capital preservation. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jacobson & Schmitt Advisors LLC
Jacobson & Schmitt Advisors LLC Investment ManagersFinance JSA seeks to deliver long-term, above-average returns. As responsible asset managers, the firm invests in companies that they expect to yield high returns while remaining committed to corporate social responsibility. | Finance |
