Adam Longlais

Adam Longlais, CFA, CAIA, has a diverse work experience in the financial industry. Adam is currently the Chief Investment Officer at Nicolet National Bank's Wealth Management division, where they oversee investment strategies and manages portfolios. Prior to this role, they served as a Senior Investment Officer at the same company.

Before joining Nicolet National Bank, Adam worked at Associated Bank as the Alternative Investments Director, where they were responsible for managing and analyzing alternative investment opportunities. Adam also held the position of Investment Analyst at the same company.

Adam gained experience as an Investment Analyst at Fountainhead Partners, LP before joining Associated Bank. Adam conducted investment research and analysis during their time there.

During their time at Indiana University, Adam served as a student, furthering their education in finance and related fields.

Adam also has experience in equity research, having worked as an Equity Research Summer Associate at Timeless Investment Management & Research.

Adam started their career in the financial industry as an Institutional Equity Trading Assistant at Robert W. Baird & Company, where they provided support in trading activities.

Overall, Adam Longlais has demonstrated expertise and a varied background in investment management, research, and trading throughout their career.

Adam Longlais, CFA, CAIA completed their education in 2007, earning an MBA in Finance and Accounting from Indiana University - Kelley School of Business. Prior to that, they obtained a BBA in Finance from Lubar College of Business in 2001.