Phoenix – Biltmore, Arizona Office
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Adrian helps his client align their finances, investment, and taxes with their life goals
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Adrian began his career at Franklin-Templeton working in the CFO’s office in Edinburgh, Scotland. From there he became a research analyst with Andor Capital Management, a New York based hedge fund pioneer in technology research and investing. He then put his experience to work as lead Sector Analyst at SAC Capital Advisors, Steven Cohen’s multi-strategy hedge fund. After moving to UBS Financial Services in 2006, Adrian co-founded Pathlight, which joined the EP Wealth Advisors family in 2019.
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Adrian graduated from Pepperdine University, earning a B.S. in Finance.
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Adrian has a growing passion for the game of golf and enjoys skiing off-the-beaten path runs in Canada and Utah. He is an active member of the Executive Council, a fundraising organization benefitting numerous local charities, including Phoenix Children’s Hospital and the Boys and Girls Clubs of Greater Scottsdale.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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