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.
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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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