Matt Adamson

CFA®

Portfolio Manager

Matthew entered the investment industry after making a career change from business analytics to investment management. He knows how intimidating investing can be for many people, so he loves working with clients to help achieve their financial goals.

“I’m proud to be an advocate for my clients.”

Matthew is a Sioux Falls, SD native. He attended college at the University of South Dakota for his undergraduate degree in economics, then went on to the University of Nebraska-Lincoln for his Masters of Business Administration. In addition to his formal education, Matthew is a CFA charter holder.

Outside of work, Matthew volunteers for Rake the Town, Junior Achievement, and the Banquet. “I want to spend my time here to build up the people around me, and volunteering my time is a way I can do just that.”