ABOUT US

Riverwater Partners is a Milwaukee-based investment advisory firm dedicated to investing on an Environmental, Social and Governance basis.This allows us to help align each investor’s specific values and mission with their investments. Our experienced investment and client services team of independent fiduciary advisors delivers a range of services from investment advising to asset and wealth management.

Riverwater was founded in April 2016 by Laura and Adam Peck and in 2018 became the first certified B-Corporation in Milwaukee. We are proud to be a Certified Women’s Owned business with women representing 53% ownership of the firm.

Studies have shown that working for positive change and achieving competitive returns do not have to be mutually exclusive.

We are proud to be a Certified B-Corp™.

OUR MISSION AND VALUES

OUR MISSION

To make the world a better place by growing wealth through responsible investing.

OUR VALUES

Embrace humility and diversity of thought
Strive for excellence with integrity and passion
Generate measurable impact

OUR TEAM

Our experienced team is committed to providing excellence in service to our clients, our communities and society as a whole.

Adam Peck, Riverwater Partners' Chief Investment Officer

Adam Peck, CFA

Founder & Chief Investment Officer

Prior to forming Riverwater in 2016, Adam was a Partner and Portfolio Manager at Heartland Advisors where he co-managed a multi-billion dollar small-cap value mutual fund. He currently serves on the board of the Milwaukee Repertory Theater, Coral Gables Trust Company…

Cindy Bohlen, Chief Mindfulness Officer and Analyst at Riverwater Partners

Cindy Bohlen, CFA

Chief Mindfulness Officer & Analyst

Cindy is the Chief Mindfulness Officer at Riverwater Partners. Prior to joining Riverwater, Cindy managed money for clients, serving as an analyst, fund manager, and portfolio manager at Robert W. Baird and M&I Investment Management. More recently, she added a…

Greg Wait, CEBS

Partner

Greg has over thirty years of experience working with individual and institutional investors. In 2003, Greg founded Falcons Rock Investment Counsel, LLC, an independent and fee-based investment advisor and grew it into one of the leading responsible investment firms in…

Kirk Fox

Senior Analyst

Kirk has over 17 years in the investment industry. Most recently, he managed a billion-dollar global portfolio for the State of Wisconsin Investment Board (SWIB). While at SWIB, Kirk covered the energy sector and traveled globally searching for investment ideas. Both through…

Laura Peck, Founder and Chief Compliance Officer at Riverwater Partners

Laura Peck, J.D.

Founder & Chief Compliance Officer

Laura practiced law at Holland & Knight in Miami, FL, specializing in maritime contracts and litigation. Laura is an officer and board member at the Jewish Community Center of Milwaukee, is on the Board of Directors at the Milwaukee Institute…

Liz Kiefer

Operations Manager

Elizabeth “Liz” is the Operations Manager at Riverwater, where she enjoys taking ownership of all aspects of client communication, performance reporting, back office operations, and vendor relationships. Liz has 25 years of experience working with institutions and high-net-worth individuals. Prior…

Matt Drvaric, CFP®

Partner

Matt has been in the investment industry for over a decade and has strong research and client service experience. Prior to joining Riverwater, Matt worked at Wells Fargo Asset Management as an Associate Regional Director where he was responsible for…

Nathan Fredrick

Research Analyst

Nate received a bachelor’s degree from Michigan State University in Economics and an MBA from University Wisconsin-Milwaukee. He recently worked in personal banking for BMO Harris bank before completing University Wisconsin-Milwaukee’s Investment Management Certificate Program. Nate is a Level III…