Adam Stoeppler
Vice President, Investments
Adam began his career with JBT Wealth Management after graduating from Loyola University Chicago with a BBA in Finance with a minor in International Business. Adam holds the Series 7, 63, and 65. As well as holding Illinois Insurance for Life, Health and Variable Contracts.
Adam is a believer in the adage “markets can remain irrational longer than you and I can remain liquid.” So, he takes a more conservative approach to investing. Working on a team with CEO, Jack Bruscianelli, as well as his colleagues, Richard Hackett, Sean Hurley and Madeline Holley, they have created the perfect dynamic for their clients. Risk management is a cornerstone of his practice, whether that be through the use of stop-losses, or more sophisticated options strategies for legacy investments. Utilizing life insurance as a tool for long-term planning and tax management is another way that we are able to help our clients grow and preserve their wealth.
Originally from St. Louis, he has been in Chicago for 12 years. He spends most of his free time trying new recipes and watching whatever sport is on TV with his dog, Hendrix.