![Adam Peck](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>)
Profil
Mr. Adam J.
Peck, CFA MBA, is a Founder & Chief Investment Officer at Riverwater Partners LLC.
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.
Prior to forming the firm in 2016, Mr. Peck was a Partner and Portfolio Manager at Heartland Advisors.
He earned a B.S.
in International Relations with a focus on Environmental Sciences and an MBA from the Applied Security Analysis Program at the University of Wisconsin-Madison.
He is a CFA charter holder and a member of the CFA Institute since 2004.
Aktive Positionen von Adam Peck
| Unternehmen | Position | Beginn |
|---|---|---|
Riverwater Partners LLC
 Riverwater Partners LLC Investment ManagersFinance Riverwater applies environmental, social and governance (ESG) criteria as it builds value-oriented portfolios of small, mid and large-sized companies. The firm seeks to achieve superior returns through value(s) investing while also generating positive impacts on society. Their team employs a consistent proprietary process called the Riverwater Three Pillar Approach® which seeks to limit portfolio volatility and downside capture. | Gründer | 01.01.2016 |
Milwaukee Repertory Theater, Inc.
 Milwaukee Repertory Theater, Inc. Media ConglomeratesConsumer Services Operates as a theater company that produces a season of theatrical productions includes new plays and world premieres | Präsident | - |
Ehemalige bekannte Positionen von Adam Peck
| Unternehmen | Position | Ende |
|---|---|---|
Northern Trust of Florida Corp.
 Northern Trust of Florida Corp. Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | 31.12.2003 |
Heartland Advisors, Inc.
 Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities for well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis. | Portfolio Manager-Aktien | - |
Ausbildung von Adam Peck
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
98
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Heartland Advisors, Inc.
Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities for well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis. | Finance |
Northern Trust of Florida Corp.
Northern Trust of Florida Corp. Major BanksFinance Nationally chartered commercial bank | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Milwaukee Repertory Theater, Inc.
Milwaukee Repertory Theater, Inc. Media ConglomeratesConsumer Services Operates as a theater company that produces a season of theatrical productions includes new plays and world premieres | Consumer Services |
Riverwater Partners LLC
Riverwater Partners LLC Investment ManagersFinance Riverwater applies environmental, social and governance (ESG) criteria as it builds value-oriented portfolios of small, mid and large-sized companies. The firm seeks to achieve superior returns through value(s) investing while also generating positive impacts on society. Their team employs a consistent proprietary process called the Riverwater Three Pillar Approach® which seeks to limit portfolio volatility and downside capture. | Finance |
