![Adam Longlais](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>)
Mr. Adam Longlais, CFA MBA, is a Chief Investment Officer & Senior Vice President at Nicolet Advisory Services LLC.
He has over 25 years of experience in identifying attractive investment opportunities in various capital markets.
He has a wide-ranging scope of experience encompassing investment research, portfolio construction, and trading at various leading financial institutions.
He leads the Nicolet Wealth Management Investment Committee, and by doing so, oversees the model portfolios used with many clients.
He received his BBA in Finance from the Lubar School of Business at the University of Wisconsin-Milwaukee, and an MBA in Finance and Accounting from the Kelley School of Business at Indiana University.
He holds both CFA and CAIA professional designations.
He enjoys solving complex financial situations with practical portfolio solutions.
| Sociétés | Poste | Début |
|---|---|---|
Nicolet Advisory Services LLC
 Nicolet Advisory Services LLC Investment ManagersFinance Nicolet Advisory Services utilizes a combination of fundamental and technical analysis, as well as charting. The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. The two primary core investment strategies used inside client accounts will be strategic risk-based asset allocation and active risk-based asset allocation. These strategies can be coupled with strategic targeted objective strategies. Although the strategic targeted objective strategies will be used infrequently. | Directeur en chef des Investissements | - |
Actives
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Sociétés cotées
Entreprise privées
| Entreprise privées | 3 |
|---|---|
Kelley School of Business
 Kelley School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin-Milwaukee
 University of Wisconsin-Milwaukee Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nicolet Advisory Services LLC
Nicolet Advisory Services LLC Investment ManagersFinance Nicolet Advisory Services utilizes a combination of fundamental and technical analysis, as well as charting. The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. The two primary core investment strategies used inside client accounts will be strategic risk-based asset allocation and active risk-based asset allocation. These strategies can be coupled with strategic targeted objective strategies. Although the strategic targeted objective strategies will be used infrequently. | Finance |
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