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…

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 socially responsible lens to her investment process, while working…

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 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 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 Cancer Center Board of Directors at the…

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

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…