Riverwater Partners LLC

Elizabeth Gauthier is a financial advisor at Riverwater Partners LLC in Milwaukee, WI, holding a Series 65 designation with one year of industry experience. Prior to joining Riverwater Partners, she held various roles in the food and beverage industry, including bartender/server positions at Timbers Bar & Grill and Ohde's Pub & Prime & Tiki Bar. Riverwater Partners serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented, research-driven investment approach combined with responsible investing principles, offering wealth management, financial planning, and separately managed equity strategies.

Nathan Fredrick is a financial advisor at Riverwater Partners LLC in Milwaukee, WI, holding a Series 65 designation with seven years of industry experience. He has been with Riverwater Partners since 2018 and previously worked at BMO Harris Bank from 2012 to 2016. Riverwater Partners serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities. The firm combines a value-oriented, research-driven investment approach with a responsible-investing focus, offering wealth management, financial planning, managed model portfolios, and separately managed equity strategies.

John Doak is a financial advisor at Riverwater Partners LLC in Milwaukee, WI, holding a Series 65 designation with four years of industry experience. He has been with Riverwater Partners since 2021, following three years at U.S. Bank. Riverwater Partners serves a diverse client base, including individuals, families, trusts, estates, charitable organizations, and business entities, offering wealth management, financial planning, and managed model portfolios. The firm employs a value-oriented, research-driven stock selection process combined with responsible investing criteria and manages both discretionary and non-discretionary assets across various equity strategies.

Brian Gigl is a CFP® with nine years of industry experience, currently serving as a financial advisor at Riverwater Partners LLC. He previously worked at Johnson Wealth Inc. and Johnson Bank, with a combined tenure of ten years prior to joining Riverwater Partners. Riverwater Partners serves a diverse client base, including individuals, families, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and separately managed equity strategies. The firm employs a value-oriented, research-driven investment process combined with a responsible-investing focus and provides model portfolios to third-party advisers.

Matthew Drvaric is a financial advisor at Riverwater Partners LLC in Milwaukee, WI, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Riverwater Partners since 2016, following two years at Wells Fargo Funds Distributor, LLC. Outside of his advisory role, he is involved in insurance activities related to structured settlements through a referral arrangement with Ringler Associates. Riverwater Partners serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities. The firm combines a value-oriented, research-driven stock selection process with a responsible-investing focus and offers wealth management, financial planning, managed model portfolios, and separately managed equity strategies.

Adam Peck is a CFA® charterholder with 18 years of industry experience, currently serving at Riverwater Partners LLC since 2016. His prior work history includes a brief period of unemployment in 2016. Outside of his advisory role, he serves as a director for 636 Corp, a company involved in thermostat manufacturing, and for Coral Gables Trust, participating in their board meetings and investment committee. He was also a general partner in Arbel Growth Partners, a venture capital fund in the food sector, which is currently in wind down. Riverwater Partners serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented, research-driven stock selection process combined with responsible investing principles, offering wealth management, financial planning, managed model portfolios, and separately managed equity strategies.