Adam Longlais
Chief Investment Officer at Nicolet Advisory Services LLC
Profile
Mr. Adam Longlais, CFA MBA, is a Chief Investment Officer & Senior Vice President at Nicolet Advisory Services LLC.
He has 20 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.
Adam leads the Nicolet Wealth Management Investment Committee, and by doing so, is able to serve all 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.
Adam Longlais active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Investment Officer | - |
Training of Adam Longlais
| University of Wisconsin-Milwaukee | Undergraduate Degree |
| Kelley School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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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