Nathan Fredrick, Research Analyst at Riverwater Partners

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 CFA Candidate, enjoys golfing and composting and volunteers with Junior Achievement of Wisconsin.

Matt Drvaric, CFP at Riverwater Partners

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 was responsible for distributing funds to financial advisors. He also gained invaluable experience while at…

Liz Kiefer, Operations Manager

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 to joining Riverwater, Liz was Operations Manager at Falcons Rock Investment Counsel, an Equity Research…

Laura Peck, Founder and Chief Compliance Officer at Riverwater Partners

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 Cancer Center Board of Directors at the Medical College of Wisconsin and is a prior chair of the Next Generation Council at…

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 empirical research and in his travels, Kirk witnessed the evolving nature of the energy industry and…

Greg Wait, 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 Wisconsin. Prior to founding Falcons Rock, Greg had advisory and management positions with Strong Capital…

Cindy Bohlen, Chief Mindfulness Officer and Analyst at Riverwater Partners

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 socially responsible lens to her investment process, while working for a private socially responsible investment…

Adam Peck, Riverwater Partners' Chief Investment Officer

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 and the Endowment Committee of the Milwaukee Public Museum. Adam earned a B.S. in International Relations…