Adam Sweet, CFA, CFP®

Senior Portfolio Manager, Partner

Adam is a CERTIFIED FINANCIAL PLANNER™ professional and holds the right to use the Chartered Financial Analyst® designation, which we believe are two of the most valuable designations in our profession. He also earned his MBA specializing in investing from the University of Wisconsin-Madison.

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 clients’ investment results.

Before joining JSA, Adam spent 12 years doing stock research, with his last position as a Portfolio Manager at Madison Investment Advisors, co-managing $2 billion of client assets as part of the U.S. Equity Team.

In his spare time, Adam co-teaches Finance 535 at UW-Madison. In this capstone course, undergraduate students learn and perform many practical skills necessary to research, analyze, and pitch equity securities.

Outside of investment research, he enjoys playing racquetball and tennis, fishing, and spending time with his wife and family.