Suggestions
Adam Fuelleman, CFA
Senior Vice President - UBS Private Wealth Management
Adam Fuelleman, CFA is a seasoned finance expert with a diverse educational background and a wealth of professional experience in the investment industry.
Adam holds an MBA with a focus on Economics, Finance, and Accounting from The University of Chicago Booth School of Business, where he also pursued a Bachelor of Science in Finance with Honors at DePaul University and another B.S. in Finance from Arizona State University.
With an accomplished career, Adam has held various prominent roles in well-known financial institutions. He served as a Senior Vice President and Portfolio Manager in Private Wealth Management at UBS, where he was also a part of the Private Wealth Management Innovation Council.
Prior to his time at UBS, Adam Fuelleman worked as a HOLT Sector Specialist in North American Industrials at Credit Suisse, a Senior Analyst at V2 Capital, LLC, and a Securitizations Analyst at Wells Fargo, showcasing his extensive expertise across different areas of finance.
Adam's commitment to the financial sector has been evident throughout his professional journey. He has also worked as an Investment Associate at UBS Financial Services and interned in the same capacity at UBS, underlining his dedication to building a multifaceted career in finance.
Additionally, Adam has been a pivotal member of the V2 Capital Investment Committee, further solidifying his strategic decision-making skills and his active involvement in shaping investment strategies.
Adam Fuelleman, CFA, brings a unique blend of academic knowledge and practical experience to his roles, making him a respected figure in the industry and a valuable asset to any team or organization he is a part of.
Highlights
It is an honor to be named by Forbes as a Best-In-State Wealth Advisor in Illinois for 2024.
I am proud to be a part of this leading cohort of Financial Advisors who have been recognized for navigating an ever-changing world to deliver solutions for clients. I could not have earned this recognition without my team, The Pfaff, Bailey, McCannon & Fuelleman Group, and the trust our clients place in us.
The Forbes rating is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
Thank you!
Learn more about award criteria at https://lnkd.in/eDJmksug.
For a second year in a row, we are proud to announce that we have been named to the Forbes Best-in-State Wealth Management Teams list.
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
I am proud to share this news—and to be part of such a remarkable and talented team. This accolade speaks to our collaborative culture as well as our commitment to helping clients achieve what is most important to them.
For more information on third party rating methodologies, please visit https://lnkd.in/eDJmksug.
