Connor Doak, CFA, Investment Research Analyst, is responsible for manager selection and asset allocation research and provides research support to the Riverwater analysts. Prior to joining Riverwater, Connor worked as a Research and Due Diligence analyst within U.S. Bank’s Asset Management Group for 3 years primarily covering international and emerging markets equity managers and municipal…
Nate is a CFA Charterholder and the co-Portfolio Manager for the ESG Microcap Opportunities Strategy. He received a bachelor’s degree from Michigan State University in Economics and an MBA from University Wisconsin-Milwaukee in the Investment Management Certificate Program. Prior to Riverwater, Nate worked in personal banking for BMO Harris. Nate is an avid reader, enjoys…
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 distributing funds to financial advisors. He also gained invaluable experience while at Heartland Advisors conducting…
Laura practiced law at Holland & Knight in Miami, FL, specializing in maritime contracts and litigation. Laura is on the Board of Trustees at the Milwaukee Institute of Art and Design (MIAD) and the on the Cancer Center Board at the Medical College of Wisconsin. She is a prior officer at the Jewish Community Center…
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 empirical research and in his travels, Kirk witnessed the evolving nature of the energy industry and…
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 socially responsible lens to her investment process, while working for a private socially responsible investment…
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 and the Endowment Committee of the Milwaukee Public Museum. Adam earned a B.S. in International Relations…