Adam Peck

Founder at

Riverwater Partners LLC

Finance

Consumer Services

Profile

Mr. Adam J.
Peck, CFA MBA, is a Founder & Chief Investment Officer at Riverwater Partners LLC.
He currently serves on the board of the Milwaukee Repertory Theater, Coral Gables Trust Company and the Equity Board of the Applied Security Analysis Program at the University of Wisconsin-Madison.
Prior to forming the firm in 2016, Mr. Peck was a Partner and Portfolio Manager at Heartland Advisors.
He earned a B.S.
in International Relations with a focus on Environmental Sciences and an MBA from the Applied Security Analysis Program at the University of Wisconsin-Madison.
He is a CFA charter holder and a member of the CFA Institute since 2004.

Adam Peck active positions

Companies	Position	Start
Riverwater Partners LLC Riverwater Partners LLC Investment ManagersFinance Riverwater applies environmental, social and governance (ESG) criteria as it builds value-oriented portfolios of small, mid and large-sized companies. The firm seeks to achieve superior returns through value(s) investing while also generating positive impacts on society. Their team employs a consistent proprietary process called the Riverwater Three Pillar Approach® which seeks to limit portfolio volatility and downside capture.	Founder	31/12/2015
Milwaukee Repertory Theater, Inc. Milwaukee Repertory Theater, Inc. Media ConglomeratesConsumer Services Operates as a theater company that produces a season of theatrical productions includes new plays and world premieres	President	-

All active positions of Adam Peck

Former positions of Adam Peck

Companies	Position	End
Northern Trust of Florida Corp. Northern Trust of Florida Corp. Major BanksFinance Nationally chartered commercial bank	Corporate Officer/Principal	30/12/2003
Heartland Advisors, Inc. Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities for well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis.	Portfolio Manager-Equities	-

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Linked companies

Private companies	5
Heartland Advisors, Inc. Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities for well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis.	Finance
Northern Trust of Florida Corp. Northern Trust of Florida Corp. Major BanksFinance Nationally chartered commercial bank	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Milwaukee Repertory Theater, Inc. Milwaukee Repertory Theater, Inc. Media ConglomeratesConsumer Services Operates as a theater company that produces a season of theatrical productions includes new plays and world premieres	Consumer Services
Riverwater Partners LLC Riverwater Partners LLC Investment ManagersFinance Riverwater applies environmental, social and governance (ESG) criteria as it builds value-oriented portfolios of small, mid and large-sized companies. The firm seeks to achieve superior returns through value(s) investing while also generating positive impacts on society. Their team employs a consistent proprietary process called the Riverwater Three Pillar Approach® which seeks to limit portfolio volatility and downside capture.	Finance

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