Adam Sitter
Gestore di Portafoglio-Azioni presso Nicolet Advisory Services LLC
Profilo
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.
Posizioni attive di Adam Sitter
Società | Posizione | Inizio |
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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. | Gestore di Portafoglio-Azioni | 01/06/2018 |
Formazione di Adam Sitter
University of Wisconsin | 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 | 1 |
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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 |
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