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.