About
Adrian
Adrian is a member of the Focus Partners finance and operations team. He stives to help clients set and reach their financial goals.
Adrian began his career at Morgan Stanley where he helped to develop financial strategies for high net worth individuals and executives, as well as providing robust risk-management solutions. While at Morgan Stanley, he also created data solutions to manage relationships and assets efficiently. Prior to joining Focus Partners, Adrian was a Project Manager at CartaX, where he partnered with Carta’s most strategic clients’ executive teams and their attorneys to manage company-sponsored liquidity programs and secondary transactions. At Carta, Adrian organized a large cross-functional group to provide quality customer service and guidance to corporate clients looking to gain access to liquidity for their privately held securities.
Adrian was born in Montreal and grew up in Seattle before moving to Europe to pursue his degree. While overseas, he served as a mountain guide and competed in Italian national climbing. He moved back to Seattle in 2018 where he loves spending his time skiing, climbing, and producing music.
Education and Professional Milestones
- University of Bocconi in Italy- bachelor’s degree in international finance and economics
Adrian is a member of the Focus Partners finance and operations team. He stives to help clients set and reach their financial goals.
Adrian began his career at Morgan Stanley where he helped to develop financial strategies for high net worth individuals and executives, as well as providing robust risk-management solutions. While at Morgan Stanley, he also created data solutions to manage relationships and assets efficiently. Prior to joining Focus Partners, Adrian was a Project Manager at CartaX, where he partnered with Carta’s most strategic clients’ executive teams and their attorneys to manage company-sponsored liquidity programs and secondary transactions. At Carta, Adrian organized a large cross-functional group to provide quality customer service and guidance to corporate clients looking to gain access to liquidity for their privately held securities.
Adrian was born in Montreal and grew up in Seattle before moving to Europe to pursue his degree. While overseas, he served as a mountain guide and competed in Italian national climbing. He moved back to Seattle in 2018 where he loves spending his time skiing, climbing, and producing music.
Education and Professional Milestones
- University of Bocconi in Italy- bachelor’s degree in international finance and economics