Adam Uihlein Email & Phone Number
Partner, Senior Investment Consultant @ Canopy Partners, LLC
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Adam Uihlein Location
- Cincinnati, OH, US
Adam Uihlein Work
- 2023 -now Partner, Senior Investment Consultant @
- 2017 -2023 Vice President, Director of Investment Consulting @
- 2012 -2017 Associate Director, Investment Consulting @
- 2011 -2012 Portfolio Manager @
- 2009 -2011 Portfolio Manager @
- 2005 -2008 Associate @
Adam Uihlein Education
- Miami University
Bachelor's (Finance)
2001-2005 - St. Xavier High School 1997-2001
Adam Uihlein Skills
- Portfolio Management
- Wealth Management
- Asset Allocation
- Financial Analysis
- Investments
- Fixed Income
- Equity Research
- Customer Service
- Business Development
- Finance
- Microsoft Word
- Public Speaking
- Consulting
Adam Uihlein Summary
- Adam Uihlein, based in Cincinnati, OH, US, is currently a Partner, Senior Investment Consultant at Canopy Partners, LLC. Adam Uihlein brings experience from previous roles at Ascent Private Capital Management, US Bank Private Client Reserve and US Bank. Adam Uihlein holds a 2001 - 2005 Bachelor's in Finance @ Miami University. With a robust skill set that includes Portfolio Management, Wealth Management, Asset Allocation, Financial Analysis, Investments and more. Adam Uihlein has 3 emails and 1 mobile phone numbers on RocketReach.
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