Adam Schwab, CFA, CPA, is a professional investor who has managed investments for 15 years across several institutions.

Professional Background (abbreviated):

  • American Enterprise Group: Managed a $2.5B portfolio across equity, fixed income, and alternative assets.

  • South Dakota Investment Council: Managed Global Equity and U.S. SMID Equity Strategies.

  • ECM: Managed Equity and Fixed Income Portfolios for HNW and Institutional Clients.

Other Accomplishments/Interests:

  • Previous board member for the Sioux Falls, SD City Employees’ Pension Plan

  • 3rd Degree Black-Belt in Taekwondo

  • 1st Degree Black-Belt in HanMuDo

  • 4-stripe White-Belt in Brazilian Jiu-Jitsu

  • Played college football and was a senior captain at the University of South Dakota

  • Speaker at Investment Conferences

Education

  • MBA, University of Chicago Booth School of Business

  • BS, Finance, University of South Dakota

 
 

It all started when…

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