Adam Hoffmann Email & Phone Number
Vice President, Portfolio Manager @ Sequoia Financial Group
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Adam Hoffmann Location
- Minneapolis, MN, US
Adam Hoffmann Work
- 2025 -now Vice President, Portfolio Manager @
- 2009 -2025 Chief Investment Officer @
- 2005 -2008 Portfolio Analyst @
Adam Hoffmann Education
- Augsburg University
BA (BA, Major in Finance, Minor in Business Administration)
- College for Financial Planning
(CFP® Educational Certificate, CFP® Certification Professional Education Program)
Adam Hoffmann Skills
- Investments
- Employee Stock Options
- Portfolio Management
- Socially Responsible Investing
- Sustainable Investing
- ETFs
- Retirement Plan Consulting
- Equities
- Financial Advisory
- Fixed Income
- Microsoft Office
- Trading
- Financial Services
- Analysis
- Research
- Management
Adam Hoffmann Summary
- Adam Hoffmann, based in Minneapolis, MN, US, is currently a Vice President, Portfolio Manager at Sequoia Financial Group. Adam Hoffmann brings experience from previous roles at Carlson Capital Management. Adam Hoffmann holds a BA in BA, Major in Finance, Minor in Business Administration @ Augsburg University. With a robust skill set that includes Investments, Employee Stock Options, Portfolio Management, Socially Responsible Investing, Sustainable Investing and more. Adam Hoffmann has 3 emails and 2 mobile phone numbers on RocketReach.
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