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Adam P. Hoffmann
Direttore della Ricerca - Azioni presso Carlson Capital Management LLC
Profilo
Mr. Adam P.
Hoffmann is a Chief Investment Officer at Carlson Capital Management LLC.
In this role, he leads the firm’s investment team in the areas of trading, investment research, portfolio design and technology support for investment applications.
Mr. Hoffmann oversees analysis and execution of investment strategies for new and existing client portfolios.
He consistently communicates the firm’s investment philosophy and approach by writing for firm publications, presenting to new clients, and by participating in client meetings.
He chairs the firm's investment committee, represents the firm with strategic partnerships in the investment community, and serves as the firm’s liaison to the Zero Alpha Group investment committee.
He currently serves on the board of directors for the Just Food Community Co-op.
Mr. Hoffmann was previously employed as a Director of Investments & Research by Carlson Capital Management, Inc. He has also served as a presenter at industry events, providing other financial services professionals with continuing education credits in investment topics.
He holds the Certified Financial Planner designation granted through the Certified Financial Planner Board of Standards and has served as a subject matter expert for the CFP Board, contributing to the development of examination questions for the CFP Certification Examination.
Mr. Hoffmann graduated cum laude with Honors Program distinction from Augsburg College, where he earned a Bachelors of Arts degree in Finance with a minor in Business Administration.
He also earned all-MIAC and pre-season All-American honors.
Posizioni attive di Adam P. Hoffmann
Società | Posizione | Inizio |
---|---|---|
Carlson Capital Management LLC
![]() Carlson Capital Management LLC Investment ManagersFinance Carlson Capital Management LLC (CCM) is a fee-based, registered investment advisor headquartered in Northfield, Minnesota. The firm was founded in 2015 and is principally owned by Carlson Capital Management, Inc. CCM offers wealth management, financial advisory and institutional (retirement plan) services to high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporations or other business entities. | Direttore della Ricerca - Azioni | 01/01/2015 |
Precedenti posizioni note di Adam P. Hoffmann
Società | Posizione | Fine |
---|---|---|
Carlson Capital Management, Inc.
![]() Carlson Capital Management, Inc. Investment ManagersFinance Founded in 1987, Carlson Capital Management, Inc. is registered investment advisor located in Northfield, Minnesota. The firm's clients include high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations or other business entities. | Corporate Officer/Principal | 31/12/2015 |
Formazione di Adam P. Hoffmann
Augsburg College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Carlson Capital Management, Inc.
![]() Carlson Capital Management, Inc. Investment ManagersFinance Founded in 1987, Carlson Capital Management, Inc. is registered investment advisor located in Northfield, Minnesota. The firm's clients include high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations or other business entities. | Finance |
Carlson Capital Management LLC
![]() Carlson Capital Management LLC Investment ManagersFinance Carlson Capital Management LLC (CCM) is a fee-based, registered investment advisor headquartered in Northfield, Minnesota. The firm was founded in 2015 and is principally owned by Carlson Capital Management, Inc. CCM offers wealth management, financial advisory and institutional (retirement plan) services to high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporations or other business entities. | Finance |
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