Matt Adamson

CFA®

Portfolio Manager

Hometown: Sioux Falls, SD
Education: University of South Dakota; University of Nebraska–Lincoln

The best part of my job is seeing the gratitude our clients have for the services we provide.

In fact, I once had a trust beneficiary who got so excited about her investment gains that she would run off and bring back little gifts, like a homemade cookie, after our meetings!

Being able to help others build a successful financial future is why I’ve worked in banking for more than 15 years — dating back to my college years ­— and it’s why I still keep a small picture frame from that beneficiary in my office.

I first landed at First National Wealth Management in 2012 as an Investment Analyst, and I became a Portfolio Manager a year later, where my areas of expertise include bond trading, financial modeling, and writing. In addition to my formal education, I also hold a Chartered Financial Analyst (CFA®) designation from the CFA Institute.

Outside of work, my only hobby is being a proud girl dad; my wife and I have four daughters all under the age of 10.

I also like to volunteer my time with Bishop O’Gorman Catholic Schools, the City of Sioux Falls and Police Pension, and Junior Achievement.

 

Pieces by Matt:

How does an election year affect my investments?

Each election year, many investors scratch their heads wondering about how the upcoming presidential race will affect their investment portfolios.

The ‘Nifty Five’ market

In the 1960s and 70s, a group of well-known stocks dominated the investment landscape.