Adam Eagleston, CFA

Chief Investment Officer

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

“The greats never sacrifice the important for the urgent. They handle the immediate problem and still make sure to secure the future.”

READY TO TALK?

Let us know how we can help and a member of our team will help get you started.