Adam P. Hoffmann

Mr. Adam P.
Hoffmann is a Chief Investment Officer at Carlson Capital Management LLC.
In this role, he leads the firm’s investment team in the areas of trading, investment research, portfolio design and technology support for investment applications.
Mr. Hoffmann oversees analysis and execution of investment strategies for new and existing client portfolios.
He consistently communicates the firm’s investment philosophy and approach by writing for firm publications, presenting to new clients, and by participating in client meetings.
He chairs the firm's investment committee, represents the firm with strategic partnerships in the investment community, and serves as the firm’s liaison to the Zero Alpha Group investment committee.
He currently serves on the board of directors for the Just Food Community Co-op.
Mr. Hoffmann was previously employed as a Director of Investments & Research by Carlson Capital Management, Inc. He has also served as a presenter at industry events, providing other financial services professionals with continuing education credits in investment topics.
He holds the Certified Financial Planner designation granted through the Certified Financial Planner Board of Standards and has served as a subject matter expert for the CFP Board, contributing to the development of examination questions for the CFP Certification Examination.
Mr. Hoffmann graduated cum laude with Honors Program distinction from Augsburg College, where he earned a Bachelors of Arts degree in Finance with a minor in Business Administration.
He also earned all-MIAC and pre-season All-American honors.