![Adam Christopher Sweet](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Adam Christopher Sweet
Portfolio Manager-Aktien bei
Jacobson & Schmitt Advisors LLC
Profil
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.
Aktive Positionen von Adam Christopher Sweet
| Unternehmen | Position | Beginn |
|---|---|---|
Jacobson & Schmitt Advisors LLC
 Jacobson & Schmitt Advisors LLC Investment ManagersFinance JSA seeks to deliver long-term, above-average returns. As responsible asset managers, the firm invests in companies that they expect to yield high returns while remaining committed to corporate social responsibility. | Portfolio Manager-Aktien | 01.07.2019 |
Ehemalige bekannte Positionen von Adam Christopher Sweet
| Unternehmen | Position | Ende |
|---|---|---|
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance MAM seeks to offer their clients investment strategies that deliver positive risk-adjusted returns while providing capital preservation. | Analyst-Equity | 01.06.2019 |
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus. | Analyst-Equity | - |
Ausbildung von Adam Christopher Sweet
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
95
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus. | Finance |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance MAM seeks to offer their clients investment strategies that deliver positive risk-adjusted returns while providing capital preservation. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jacobson & Schmitt Advisors LLC
Jacobson & Schmitt Advisors LLC Investment ManagersFinance JSA seeks to deliver long-term, above-average returns. As responsible asset managers, the firm invests in companies that they expect to yield high returns while remaining committed to corporate social responsibility. | Finance |
