Sheila S. Adika
Trading-Equity bij Madison Financial Advisors Ltd.
Profiel
Ms. Sheila S.
Adika is a Trader & Portfolio Reporting Associate at Madison Financial Advisors Ltd.
Ms. Adika joined Madison in 2019, moving with Greystone Investment Management where she was a Trader and Portfolio Associate.
Prior to joining Greystone, she was a Senior Operations Associate at Johnson Investment Counsel.
She started her career as an Investment Associate for an investment advisory firm based in Cleveland, Ohio.
She earned her B.S.
in Business Administration in International Business from the Bowling Green State University and she holds a Master of Business Administration degree in Finance from Cleveland State University.
Actieve functies van Sheila S. Adika
| Bedrijven | Functie | Begin |
|---|---|---|
Madison Financial Advisors Ltd.
 Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Trading-Equity | 01-01-2019 |
Eerdere bekende functies van Sheila S. Adika
| Bedrijven | Functie | Einde |
|---|---|---|
Greystone Investment Management LLC
 Greystone Investment Management LLC Investment ManagersFinance Founded in 2001 by Peter Levin, Greystone Investment Management LLC is a registered investment advisor located in Cincinnati, Ohio. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, partnerships, foundations and other legal entities. | Trading-Equity | 01-01-2019 |
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Corporate Officer/Principal | 01-01-2015 |
Opleiding van Sheila S. Adika
| Bowling Green State University | Undergraduate Degree |
| Cleveland State University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Finance |
Greystone Investment Management LLC
Greystone Investment Management LLC Investment ManagersFinance Founded in 2001 by Peter Levin, Greystone Investment Management LLC is a registered investment advisor located in Cincinnati, Ohio. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, partnerships, foundations and other legal entities. | Finance |
Madison Financial Advisors Ltd.
Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Finance |
