Adam Sweet, CFA, CFP®

Adam always wanted to help grow an investment business with partners of integrity, intelligence, and initiative, and is grateful to have found that at Jacobson & Schmitt Advisors. The opportunity to invest using a long-term approach, to think and act as business owners, and then to share those outcomes alongside clients was a great fit. Adam followed his passion for investing after a career in engineering. The data-driven decision making, analytical skills, and focus on process enhancement honed as an engineer have helped improve client’s investment results.

He most recently served as a Portfolio Manager at Madison Investment Advisors, co-managing $2 billion of client assets as part of the U.S. Equity Team. Adam is a Chartered Financial Analyst (CFA) Charterholder and earned his MBA specializing in investing from the University of Wisconsin-Madison. Adam and his wife live in Fitchburg with their two children. He also serves as a board member of The Road Home, helping homeless children and their families to achieve affordable, stable housing. In his free time, Adam enjoys playing racquetball and tennis, fishing, and spending time with family and friends.