Adam Thomas Eagleston
Chief Investment Officer at Formidable Asset Management LLC
Profile
Mr. Adam T.
Eagleston, CFA, is a Chief Investment Officer at Formidable Asset Management LLC.
He has over 22 years of investment experience.
Prior to joining Formidable Adam was a Principal and Portfolio Manager for Opus Capital, and served as a Vice President and Senior Portfolio Manager for Huntington National Bank.
Additionally, he previously served as the Chief Investment Officer (CIO) of First Mercantile Trust Company.
He graduated summa cum laude from Clemson University with a B.S.
in Financial Management.
Adam Thomas Eagleston active positions
Companies | Position | Start |
---|---|---|
Formidable Asset Management LLC
Formidable Asset Management LLC Investment ManagersFinance Formidable Asset Management LLC provides investment advice. The private company is based in Cincinnati, OH and has subsidiaries in the United States. The company was founded in 2013 by William Bush Brown and Benjamin McBurney Blemker. William Bush Brown has been the CEO since 2013. | Chief Investment Officer | 2019-11-30 |
Former positions of Adam Thomas Eagleston
Companies | Position | End |
---|---|---|
Driehaus Capital Management LLC
Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Corporate Officer/Principal | 2019-09-30 |
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Portfolio Manager-Equities | 2019-08-11 |
Pinnacle Bank (Pinnacle, Tennessee)
Pinnacle Bank (Pinnacle, Tennessee) Regional BanksFinance Pinnacle Bank operates as a national chartered commercial bank. The company was founded in 2000 and is headquartered in Nashville, TN. | Corporate Officer/Principal | 2010-11-30 |
First Mercantile Trust Co.
First Mercantile Trust Co. Investment ManagersFinance First Mercantile Trust Co. provides retirement plans and investment programs. It distributes products through investment consultants, brokerage firms, and financial institutions. The company was founded in 1972 by Kenneth B. Lenoir and is headquartered in Memphis, TN. | Corporate Officer/Principal | 2008-12-31 |
Carolinas Investment Consulting LLC
Carolinas Investment Consulting LLC Investment Banks/BrokersFinance Carolinas Investment Consulting LLC provides investment advice, financial guidance, and retirement planning services to families, individuals, businesses, and institutions throughout the Southeast. The private company is based in Charlotte, NC. The company offers expert advice on financial and investment management, as well as retirement planning. The company has developed a Business Continuity Plan to address how they will respond to events that significantly disrupt their business. Carolinas Investment Consulting builds relationships with businesses and corporations to provide retirement plan consulting, investment management, and financial planning. | Corporate Officer/Principal | 2000-12-31 |
Training of Adam Thomas Eagleston
Clemson University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Driehaus Capital Management LLC
Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Finance |
First Mercantile Trust Co.
First Mercantile Trust Co. Investment ManagersFinance First Mercantile Trust Co. provides retirement plans and investment programs. It distributes products through investment consultants, brokerage firms, and financial institutions. The company was founded in 1972 by Kenneth B. Lenoir and is headquartered in Memphis, TN. | Finance |
Carolinas Investment Consulting LLC
Carolinas Investment Consulting LLC Investment Banks/BrokersFinance Carolinas Investment Consulting LLC provides investment advice, financial guidance, and retirement planning services to families, individuals, businesses, and institutions throughout the Southeast. The private company is based in Charlotte, NC. The company offers expert advice on financial and investment management, as well as retirement planning. The company has developed a Business Continuity Plan to address how they will respond to events that significantly disrupt their business. Carolinas Investment Consulting builds relationships with businesses and corporations to provide retirement plan consulting, investment management, and financial planning. | Finance |
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Finance |
Pinnacle Bank (Pinnacle, Tennessee)
Pinnacle Bank (Pinnacle, Tennessee) Regional BanksFinance Pinnacle Bank operates as a national chartered commercial bank. The company was founded in 2000 and is headquartered in Nashville, TN. | Finance |
Formidable Asset Management LLC
Formidable Asset Management LLC Investment ManagersFinance Formidable Asset Management LLC provides investment advice. The private company is based in Cincinnati, OH and has subsidiaries in the United States. The company was founded in 2013 by William Bush Brown and Benjamin McBurney Blemker. William Bush Brown has been the CEO since 2013. | Finance |
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