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Adam Sitter
Portfolio Manager-Equities at Nicolet Advisory Services LLC
Profile
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.
Adam Sitter active positions
Companies | Position | Start |
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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. | Portfolio Manager-Equities | 2018-05-31 |
Training of Adam Sitter
University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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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