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 Equity Board of the Applied Security Analysis Program at the University of Wisconsin-Madison. 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® charterholder and a member of the CFA Institute since 2004.

Adam has appeared on CNBC, Bloomberg TV & Radio, and Fox Business 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.

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 firm, and then for a local foundation. She serves her community in various board and volunteer roles and currently sits on the Company Calls Committee for US SIF.

Cindy earned a B.B.A. in Finance and a B.A. in Spanish from the University of Wisconsin – Madison. In addition, she is a CFA® charterholder.

Cindy lives in Milwaukee with her husband, two daughters, and dog. She enjoys writing, traveling and spending time with her family.

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 Management, Salomon Smith Barney, Charing Company, and Principal Financial Group.

Greg earned a Bachelor of Business Administration degree from the University of Wisconsin at Whitewater. In 1994, he was conferred as a Certified Employee Benefit Specialist by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania. He was granted Fellowship status with the International Society of Certified Employee Benefit Specialists in 2002.

Greg is past Director and Chairman of the Membership Committee for the Milwaukee Chapter-ISCEBS and currently is an active member. He is also an active member of the US SIF Forum for Sustainable Investment, Investment Management Consultants Association and the Wisconsin Retirement Plan Professionals, Ltd. He has authored articles for professional journals and has been a featured speaker at local and national conferences.

Currently, he serves on the Advisory Board of the Finance & Business Law Department at the University of Wisconsin-Whitewater and on the Investment Committee of the Milwaukee Repertory Theater.

In his spare time, Greg enjoys spending time with his family, travelling, tennis, baseball, biking and the performing arts.

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 the United Performing Arts Fund.

Laura earned a B.A in International Relations with a focus on Latin America at the University of Wisconsin-Madison. She graduated magna cum laude from the University of Miami. She is licensed to practice law in Wisconsin and Florida.

Laura lives in Milwaukee with her husband, two sons and dog, Tucker. She enjoys staying active and has a passion for design and the arts.

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 Analyst at Strong Capital Management, and a Client Relationship Manager with the Strong Private Client Group.  Her depth of experience has paved the way for the personalized experience she provides to Riverwater’s clients and vendors.

Liz graduated from the University of Wisconsin-Milwaukee, earning a Bachelor of Arts degree in Psychology.  Liz lives in the rural West Bend area with her husband and enjoys sightseeing in their classic car, landscape design, gardening, reading, and boating/swimming with their Labrador Retriever rescue.

Liz enjoys volunteering for Cedar Community, a not-for-profit engaged retirement living community.

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 Heartland Advisors conducting fundamental equity analysis as a Research Associate and providing clients with a personal experience as a Shareholder Relations Specialist. Matt graduated from the University of Wisconsin-Madison with a B.S. in Economics. He is a Certified Financial Planner™. Matt currently serves as a board member for the First Tee of Southeast Wisconsin and the Associate Board for the Zoological Society of Milwaukee. Additionally, he is a member of the Financial Planning Association of Wisconsin.

Matt lives in Milwaukee with his wife and two young children. He enjoys golf, fishing in northern Wisconsin and spending time with his family outdoors.

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 enrolling in, and completing, University Wisconsin-Milwaukee’s Investment Management Certificate Program. Nate is a Level III CFA Candidate and volunteers with Junior Achievement of Wisconsin.