Adrianne is the firm’s Client Administration Specialist, joining the team in May of 2018. She provides direct support to the firm’s Investment Advisors regarding the overall service and administration of client accounts. She is the key day-to-day contact for administrative and financial details including, but not limited to: client information, scheduling meetings, account opening/maintenance, client onboarding, and investment asset transfer. Adrianne assists the firm’s Investment Advisors in client meetings, investment analysis, periodic reporting, and administrative reviews. Additionally, she assists the firm’s Investment Advisors throughout the financial planning process.
Adrianne has been in an administration role for the banking and finance industry since 2000.