Adam Christopher Sweet
Portfolio Manager-Aktien bei Jacobson & Schmitt Advisors LLC
Aktive Positionen von Adam Christopher Sweet
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Jacobson & Schmitt Advisors LLC
Jacobson & Schmitt Advisors LLC Investment ManagersFinance Founded in 2006, Jacobson & Schmitt Advisors LLC is a wealth management firm and registered investment advisor located in Madison, Wisconsin. The firm provides wealth advisory services to individuals, trusts, estates, charitable organizations, foundations, pensions, retirement and profit-sharing plans, institutions, and small businesses. ^ | Portfolio Manager-Aktien | 01.07.2019 | - |
Karriereverlauf von Adam Christopher Sweet
Ehemalige bekannte Positionen von Adam Christopher Sweet
Unternehmen | Position | Beginn | Ende |
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Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Analyst-Equity | 01.01.2009 | 01.06.2019 |
Portfolio Manager-Aktien | 01.01.2009 | 01.06.2019 | |
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Analyst-Equity | 01.01.2006 | - |
Corporate Officer/Principal | 30.06.2009 | 30.06.2009 |
Ausbildung von Adam Christopher Sweet
University of Wisconsin | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Finance |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Finance |
Jacobson & Schmitt Advisors LLC
Jacobson & Schmitt Advisors LLC Investment ManagersFinance Founded in 2006, Jacobson & Schmitt Advisors LLC is a wealth management firm and registered investment advisor located in Madison, Wisconsin. The firm provides wealth advisory services to individuals, trusts, estates, charitable organizations, foundations, pensions, retirement and profit-sharing plans, institutions, and small businesses. ^ | Finance |
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