Adam Christopher Sweet
Portfolio Manager-Equities at Jacobson & Schmitt Advisors LLC
Profile
Mr. Adam C.
Sweet, CFA MBA, is a Senior Portfolio Manager & Partner at Jacobson & Schmitt Advisors LLC.
Mr. Sweet was previously employed as a Portfolio Manager by Madison Asset Management LLC and an Analyst by MEMBERS Capital Advisors, Inc.
He received his undergraduate degree from the University of Wisconsin.
He is a Chartered Financial Analyst Charterholder and earned his MBA specializing in investing from the University of Wisconsin-Madison.
Adam Christopher Sweet active positions
| Companies | Position | Start |
|---|---|---|
Jacobson & Schmitt Advisors LLC
 Jacobson & Schmitt Advisors LLC Investment ManagersFinance Founded in 2006, Jacobson & Schmitt Advisors LLC is a wealth management firm and registered investment advisor located in Madison, Wisconsin. The firm provides wealth advisory services to individuals, trusts, estates, charitable organizations, foundations, pensions, retirement and profit-sharing plans, institutions, and small businesses. ^ | Portfolio Manager-Equities | 2019-06-30 |
Former positions of Adam Christopher Sweet
| Companies | Position | End |
|---|---|---|
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Analyst-Equity | 2019-05-31 |
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Analyst-Equity | - |
Training of Adam Christopher Sweet
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
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Linked companies
| Private companies | 3 |
|---|---|
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Finance |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Finance |
Jacobson & Schmitt Advisors LLC
Jacobson & Schmitt Advisors LLC Investment ManagersFinance Founded in 2006, Jacobson & Schmitt Advisors LLC is a wealth management firm and registered investment advisor located in Madison, Wisconsin. The firm provides wealth advisory services to individuals, trusts, estates, charitable organizations, foundations, pensions, retirement and profit-sharing plans, institutions, and small businesses. ^ | Finance |
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