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 with a focus on Environmental Sciences at the University of Wisconsin-Madison. That focus kindled Adam’s interest in socially responsible living and socially responsible investing. He continued his studies at the University of Wisconsin-Madison where he earned an MBA from the Applied Security Analysis Program. Adam is a CFA® charter holder and a member of the CFA Institute since 2004.
Adam has appeared on CNBC, Bloomberg TV & Radio, and CBS News. He has also been featured in the Wall Street Journal, Barron’s, and Bloomberg Business Week, among other publications.
Adam lives in Milwaukee with his wife, two sons, and dog, Tucker. He’s a Packer fan and enjoys the outdoors.