Adrian prides himself on being at the top of his game when it comes to investment and planning knowledge. Ask him anything. He probably knows the answer, but if he doesn’t, he will most certainly find it.
Adrian joined the Legacy team in June of 2010. He is charged with leading our Investment Committee and is the filter for all investment related ideas. As the Director of Investments, he is responsible for conducting investment manager diligence, research, and portfolio analysis to help craft Legacy’s investment philosophy and asset allocation strategy. He remains committed to providing best-of-breed thinking and ideas for our clients and their portfolios, always considering how we can improve. Prior to joining Legacy Financial, Adrian worked as an investment analyst with Brighton Jones. Outside of his work at Legacy, Adrian is an investment consultant to the Utah Educational Savings Plan (UESP 529) and sits on the board of two start-up technology firms.
Adrian graduated cum laude from Villanova University with a B.A. in finance. He holds the Certified Financial Planner (CFP®) designation and Accredited Investment Fiduciary (AIF®) designation. Adrian lives in Madeira, OH with his wife Emily, and their three children (Drew, Natalie, and Cecily).