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Partner
Montgomery
Client Advisory
Adrian is a Partner in the San Francisco office. He develops and manages investment portfolios for the office’s individual and family clients, and for institutions.
Prior to joining Cerity Partners, Adrian served as the Chief Compliance Officer, Portfolio Manager, and Board Member at Ashfield Capital Partners. Previously, he was a Senior Consultant – Communications, Media & Technology at Oliver Wyman Group in San Francisco. Adrian also spent five years at Montgomery & Co., LLC as Vice President, Investment Banking & Private Equity – Technology. He began his career in 2004 with Adams Harkness, Inc. as Analyst, Technology Investment Banking.
Partner & Market Leader
Partner & Practice Leader
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Partner & Chief Equity Strategist
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