Mike Adkins Email and Phone Number
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Our Wealth Management team provides a broad range of financial advice, including investment management, financial planning, trust services, and private banking. My specific role as portfolio manager is to invest client funds in a disciplined manner that emphasizes asset allocation, low costs and tax efficiency. We have the flexibility to customize portfolios in ways that meet client goals and objectives.
Associated Bank
View- Website:
- associatedbank.com
- Employees:
- 4459
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Portfolio ManagerAssociated Bank Jun 2019 - PresentRochester, MinnesotaPart of the Wealth Management team at Associated Bank providing comprehensive financial advice to our clients. My specific role is managing investment portfolios using a disciplined, tax-efficient process to meet client goals and objectives.
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Portfolio ManagerAssociated Bank Jun 2019 - PresentRochester, Minnesota, United StatesI am responsible for managing investments for individuals in a variety of accounts including trusts, agency, IRA, Roth IRA, foundations, and endowment funds. I work closely with clients to create personalized portfolios and investment programs specific to their objectives with a focus on tax efficiency and minimizing investment costs.
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Tax SeasonalRsm Us Llp Jan 2019 - Apr 2019Rochester, Minnesota -
Sr. Portfolio ManagerBremer Bank - Wealth Management Mar 2015 - Dec 2018Rochester, MinnesotaManaged investments for individuals, trusts, and foundations using a disciplined, tax-sensitive process customized to each client's unique goals and objectives. -
Sr. Portfolio ManagerU.S. Bank Aug 1992 - Feb 2015Rochester, MinnesotaManaged investment portfolios for individuals, trusts, and foundations using a disciplined process focused on asset allocation and broad diversification.
Mike Adkins Skills
Mike Adkins Education Details
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Finance -
Business Administration
Frequently Asked Questions about Mike Adkins
What company does Mike Adkins work for?
Mike Adkins works for Associated Bank
What is Mike Adkins's role at the current company?
Mike Adkins's current role is Portfolio Manager at Associated Bank Private Wealth.
What is Mike Adkins's email address?
Mike Adkins's email address is mi****@****ank.com
What is Mike Adkins's direct phone number?
Mike Adkins's direct phone number is +165128*****
What schools did Mike Adkins attend?
Mike Adkins attended University Of St. Thomas, University Of Minnesota.
What skills is Mike Adkins known for?
Mike Adkins has skills like Asset Management, Investments, Portfolio Management, Wealth Management, Fixed Income Strategies, Investment Strategies, Investment Management, Mutual Funds, Etfs, Reit, Commodity Markets, Alternative Investments.
Who are Mike Adkins's colleagues?
Mike Adkins's colleagues are Wanda Raisleger, Lola La Count, Keyanna Brooks, Kristin Mekka, Zachary Harrison, Bridgette Brylla, Cams, Lynn Nelson.
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