2023 -
now Vice President - Client Advisor at J.P. Morgan Asset Management @
2019 -
2023 Regional Investment Consultant @
2011 -
2019 Regional Investment Consultant @
2009 -
2011 Internal Investment Consultant @
2008 -
2009 Sales Associate @
Adam Sidebottom Education
Canisius University
MBA (Finance)
2007
-
2008
State University of New York Cortland
BS
2002
-
2006
Adam Sidebottom Skills
Mutual Funds
ETFs
Separately Managed Accounts
Wealth Management
Retirement Planning
Alternative Investments
Series 7
Series 63
Microsoft Office
Marketing
Leadership
Strategic Planning
Adam Sidebottom Summary
Adam Sidebottom, based in Buffalo, NY, US, is currently a Vice President - Client Advisor at J.P. Morgan Asset Management at J.P. Morgan Asset Management. Adam Sidebottom brings experience from previous roles at T. Rowe Price and Legg Mason. Adam Sidebottom holds a 2007 - 2008 MBA in Finance @ Canisius University. With a robust skill set that includes Mutual Funds, ETFs, Separately Managed Accounts, Wealth Management, Retirement Planning and more. Adam Sidebottom has 3 emails and 2 mobile phone numbers on RocketReach.
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