Profile
Mr. John C.
Doak, CFA, is a Research Analyst at Riverwater Partners LLC.
he is responsible for manager selection and asset allocation research and provides research support to the Riverwater analysts.
Prior to joining Riverwater, he worked as a Research and Due Diligence analyst within U.S.
Bank’s Asset Management Group for 3 years primarily covering international and emerging markets equity managers and municipal fixed income.
He earned his bachelor’s degree in Economics with a minor in statistics from Macalester College and received his Charter Financial Analyst designation in 2022.
Connor Doak active positions
Companies | Position | Start |
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Riverwater Partners LLC
Riverwater Partners LLC Investment ManagersFinance Riverwater Partners LLC (Riverwater) is an independent, SEC-registered socially responsible investment advisory firm headquartered in Milwaukee, Wisconsin. The firm was founded by Laura and Adam Peck in April 2016 and in 2018 became the first certified B-Corporation in Milwaukee. Riverwater manages socially responsible investments for individual, families, consultants, financial advisors, and foundations. | Analyst-Equity | 2021-03-31 |
Training of Connor Doak
Macalester College | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
Private companies | 1 |
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Riverwater Partners LLC
Riverwater Partners LLC Investment ManagersFinance Riverwater Partners LLC (Riverwater) is an independent, SEC-registered socially responsible investment advisory firm headquartered in Milwaukee, Wisconsin. The firm was founded by Laura and Adam Peck in April 2016 and in 2018 became the first certified B-Corporation in Milwaukee. Riverwater manages socially responsible investments for individual, families, consultants, financial advisors, and foundations. | Finance |
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