Adam Cox has a wealth of experience in the finance industry, with a strong focus on wealth management and estate settlement. Adam currently holds the position of Chief Wealth Management Officer & Executive Vice President at The First National Bank in Sioux Falls. In this role, they lead and directs the Wealth Management Division, ensuring compliance with federal regulations and implementing strategic goals.
Prior to joining The First National Bank, Adam was a Senior Vice President at Marquette Asset Management from 2015 to 2016. During their time there, they played a key role in developing and implementing the firm's growth, branding, and marketing initiatives. Adam also oversaw estate settlement services for high net worth individuals and families.
From 2010 to 2015, Adam worked as a Private Client Advisor at Trust Point Inc., where they provided personalized financial advice to clients. Before that, they served as an Estate Settlement Specialist at Wells Fargo Bank from 2008 to 2010.
Throughout their career, Adam has been a frequent lecturer and author on topics related to estate planning and trust administration.
Adam Cox completed their Master of Business Administration (MBA) with a specialization in Finance & Investments from the University of Notre Dame - Mendoza College of Business in 2008. Prior to that, they obtained a Juris Doctor (J.D.) degree from the University of St. Thomas School of Law between 2004 and 2007. Adam started their higher education journey by earning a Bachelor of Science in Business Administration (BSBA) degree, majoring in Business Management and Political Science, from the University of South Dakota from 2000 to 2004.