Since becoming president & CEO of Sherman Portfolios in 2023, Adam Weisner and his team increased the firm’s combined assets under management and assets under advisement to over $1.1 billion, rebranding the company to enhance market presence while also securing a US patent. Adam previously served as president of an auto parts manufacturer whose innovative direct-to-consumer digital marketing strategies resulted in partnerships with industry giants, tripling revenue and quadrupling net profit. In 2024, Adam co-founded Kingdom Mindset Investing, championing a balanced, biblical approach to stewardship for business owners. Sherman Portfolios is set to donate 51% of its net income to gospel-promoting charities in 2024. Adam and his wife, Jennifer, live with their three children in Priest River, Idaho.
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