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
- Partner, Senior Investment Consultant @ (August 2023 - Present)
- Vice President, Director of Investment Consulting @ (April 2017 - March 2023)
- Associate Director, Investment Consulting @ (October 2012 - March 2017)
- Portfolio Manager @ (October 2011 - October 2012)
- Portfolio Manager @ (January 2009 - October 2011)
- Associate @ (July 2005 - December 2008)
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 and US Bank Private Client Reserve. 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 2 emails and 1 mobile phone numbers on RocketReach.
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