Adam Sitter
Gestionnaire de Portefeuille-Actions chez Nicolet Advisory Services LLC
Profil
Mr. Adam C.
Sitter is a Wealth Portfolio Manager at Nicolet Advisory Services LLC.
He joined the Nicolet Wealth Management team in 2018 and his experience with investment research and portfolio management allows him to service all clients.
He graduated from the University of Wisconsin – Madison in 2018 with a Bachelor’s degree in Financial Planning.
He earned the CFP professional designation in 2019.
Postes actifs de Adam Sitter
| Sociétés | Poste | Début |
|---|---|---|
Nicolet Advisory Services LLC
 Nicolet Advisory Services LLC Investment ManagersFinance Nicolet Advisory Services LLC is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. Formerly known as Nicolet Wealth Management LLC, the firm was founded by Scot J. Madson in 1978 and is owned by Nicolet Bankshares, Inc. (NASDAQ: NCBS). Nicolet Advisory Services offers a variety of advisory services to individuals, pension and profit-sharing plans, banking and thrift institutions, trusts, estates, charitable organizations, corporations and business entities. | Gestionnaire de Portefeuille-Actions | 01/06/2018 |
Formation de Adam Sitter
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Nicolet Advisory Services LLC
Nicolet Advisory Services LLC Investment ManagersFinance Nicolet Advisory Services LLC is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. Formerly known as Nicolet Wealth Management LLC, the firm was founded by Scot J. Madson in 1978 and is owned by Nicolet Bankshares, Inc. (NASDAQ: NCBS). Nicolet Advisory Services offers a variety of advisory services to individuals, pension and profit-sharing plans, banking and thrift institutions, trusts, estates, charitable organizations, corporations and business entities. | Finance |
