Adam Eagleston, CFA

Chief Investment Officer

Adam Eagleston, CFA, is the Chief Investment Officer for Formidable with nearly 25 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 (FMTC), overseeing due diligence and research on over $4 billion in retirement assets. While at FMTC, he revamped the firm’s asset allocation portfolios and built the firm’s target-date funds.

Adam serves on the board of KnowledgeWorks Foundation, helping oversee the foundation’s investment policy and portfolio, and is past president of the board of Wyoming Youth Services. He is a member of the CFA Institute and the CFA Society of Cincinnati. He graduated summa cum laude from Clemson University with a B.S. in Financial Management. He and his wife, Haley, live in Wyoming with their three children. Adam holds the U.S. Soccer D License and is an active player and coach.

“To be useful, your beliefs should be constrained by the logic of probability.”

— Daniel Kahneman


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