Adam Longlais is the Chief Investment Officer of Nicolet Wealth Management. With more than 25 years of experience identifying attractive investment opportunities across a range of capital markets, Adam brings deep expertise and discipline to the investment process. His broad professional background encompasses investment research, portfolio management, and trading, developed through various roles at several leading financial institutions.
Adam currently serves on the Board of Directors for the Indiana University Kelley School of Business Reese Fund and the Friends of Bay Beach Amusement Park. Adam received his BBA in Finance from the Lubar School of Business at the University of Wisconsin-Milwaukee, and an MBA in Finance and Accounting from the Kelley School of Business at Indiana University. He holds both CFA and CAIA professional designations, as well as the CFA Institute Private Markets and Alternative Investment Certificate.