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Ashley Adam

Principal, Senior Analyst at Geneva Capital Management LLC

Milwaukee, WI , United States

About

Ashley Adam is Principal and Senior Analyst at Geneva Capital Management LLC in Milwaukee, Wisconsin. In this role, she is a key member of the Investment Strategy Group, focusing on conducting high-quality, fundamental equity research to support Geneva’s U.S. small cap, mid cap, and SMID cap growth equity strategies. Her responsibilities center around the rigorous analysis of potential equity investments, portfolio construction, and providing insights that align with the firm’s disciplined growth-oriented investment approach.

Ms. Adam joined Geneva Capital Management in 2013 following her experience at Morgan Stanley, where she held roles in finance strategy, operations, and technology management, as well as serving as a summer analyst in their Financial Control Group. Throughout her career, she has developed deep expertise in equity research, DCF valuation, financial analysis, and portfolio management, with an emphasis on growth equities across small and mid-cap sectors within the U.S. markets.

Ashley holds a Bachelor of Science degree from Florida State University’s College of Business and an MBA from the Wisconsin School of Business, where she completed the Applied Security Analysis Program (ASAP). She is recognized for her rigorous analytical skills and commitment to high-quality investment research within the growth equity segment.

Career History

OrganizationRoleDate RangeDetails
Geneva Capital Management LLCPrincipal, Senior AnalystJun 2014 to Present

Education

Wisconsin School of Business

Master of Business Administration (MBA)

2012 2014

Florida State University - College of Business

Bachelor of Science

2005 2009

Others at Geneva Capital Management LLC (11)

NameRoleLocation
Arjun Vellayappan
Arjun Vellayappan
Equity Research AnalystChicago, IL , United States
Daniel Muench
Daniel Muench
Research AnalystMilwaukee, WI , United States
Jose Munoz
Jose Munoz
Managing Principal, Portfolio ManagerMilwaukee, WI , United States
M
Matthew Pistorio
Principal, Client Portfolio ManagerChicago, IL , United States
S
Sam Beres
Principal, Senior AnalystMilwaukee, WI , United States
C
Chris Eckel
Portfolio and Performance AnalystMilwaukee, WI , United States
Courtney Jentz
Courtney Jentz
Research AnalystMadison, WI , United States
M
Michelle Picard
Managing Principal, Portfolio ManagerMilwaukee, WI , United States
S
Scott Priebe
PrincipalMilwaukee, WI , United States
T
Thomas Geneva
Managing PartnerNew York, NY , United States
Showing 1-10 of 11 team members