Adrian joined Prio Wealth in 2021 bringing deep domain expertise in the areas of legal and compliance for wealth management. With over 15 years of executive experience in legal and compliance, Adrian is responsible for all regulatory compliance and risk matters related to investment management, wealth planning, trust services and other client services.
Previously, Adrian served as Managing Director at Foreside Financial Group where he consulted registered investment advisers on compliance issues across different products and strategies. Prior to Foreside, Adrian served as CCO & Chief Risk Officer of Boston Private Wealth, a subsidiary of Boston Private Bank & Trust Company (later acquired by Silicon Valley Bank). At Boston Private, Adrian oversaw the integration of compliance policies and procedures and managed the compliance program of the investment adviser and the trust and estate division of the bank. Earlier in his career, Adrian served as CCO & General Counsel for SCS Financial, a wealth manager serving ultra-high net worth individuals and families, endowments, foundations, pension plans and other institutional investors. At SCS, Adrian managed all legal and regulatory affairs and supported new products and services.
Adrian holds law degrees from Geneva University in Switzerland and from Boston University in the U.S. Over the years, Adrian has been involved with a number of non-for-profit organizations and currently serves on the Board of Advisors of the Museum of Science in Boston.
Adrian enjoys spending time with his wife and daughter and their family dog. His personal priorities include bike riding, soccer, and long swims in the summer days.