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  • T: 402.991.1100
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Portfolio Associates

  • Dorrett Burton
  • 212.756.3466
  • Sean Touhy
  • 212.756.3316
  • Stephanie Roman
  • 212.756.3154

Wealth Advisory Service

  • Robert Nemzin, Esq., Wealth Advisor, Trust & Estate Planning Expert
  • 212.756.3136
  • Aletta Marsans, CFP®, ChFC®, Wealth Advisor
  • 212.756.3260

Adam Yale

Senior Managing Director, Portfolio Manager

29+
Years of
Experience

Adam Yale is a Senior Managing Director and Portfolio Manager based in Omaha. He has more than two decades of experience managing client portfolios, with a focus on long-term investment in high-quality businesses.

Adam most recently served as Partner and Portfolio Manager at Lawson Kroeker Investment Management in Omaha. Prior to that, he spent more than 16 years as Principal of Red Cedar Capital. Earlier in his career, Adam began his professional investing journey at First Manhattan, making his return to the Firm more than 25 years later a homecoming.

Adam has long been active in the Omaha community, where civic involvement has been central to his professional and personal life. He has served on the Board of Education of Westside Community Schools since 2016 and currently serves as Vice Chairman of the Nebraska Methodist Health System and Chairman of its Investment Committee.

Adam holds an MS in Accountancy from the University of Denver’s Daniels College of Business and a BA from the University of Michigan.


Portfolio Associates

  • Dorrett Burton
  • 212.756.3466
  • Sean Touhy
  • 212.756.3316
  • Stephanie Roman
  • 212.756.3154

Wealth Advisory Service

  • Robert Nemzin, Esq., Wealth Advisor, Trust & Estate Planning Expert
  • 212.756.3136
  • Aletta Marsans, CFP®, ChFC®, Wealth Advisor
  • 212.756.3260