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Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us
Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us

Meet Your Team

Adrian Ketri
Alanna O. Spada, CFP®
Alessandra M. Thornton
Daniel J. Coleman, Jr., CFP®
Daniel S. Finger
David G. Swallow
Jeffrey J. St. Mary, CFA
Jennie Chung
Jillian M. Kotowski
John G. Bratschi
Karina S. Johnson
Kelly A. Morgan
Kelvin H. Cho
Kirsten Daamen
Kristin C. Bowser
Margaret M. Saltalamacchia
Mark T. Valickus
Michael Smith-Vaughan, CFP®
Michelle M. Lally
Patricia A. Melnick
Paul Stringer
Robert L. Devinney, CFP®, ChFC®
Stephen R. Petersen, CFA
Susan S. Mooney
Thomas F. Woodhouse, CFA, CFP®
William (Bill) Dion, CFP®
William G. Mozek
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Adrian Ketri

Chief Compliance Officer (CCO)

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.

Contact Adrian Ketri
Adrian Ketri
Alanna O. Spada, CFP®
Alessandra M. Thornton
Daniel J. Coleman, Jr., CFP®
Daniel S. Finger
David G. Swallow
Jeffrey J. St. Mary, CFA
Jennie Chung
Jillian M. Kotowski
John G. Bratschi
Karina S. Johnson
Kelly A. Morgan
Kelvin H. Cho
Kirsten Daamen
Kristin C. Bowser
Margaret M. Saltalamacchia
Mark T. Valickus
Michael Smith-Vaughan, CFP®
Michelle M. Lally
Patricia A. Melnick
Paul Stringer
Robert L. Devinney, CFP®, ChFC®
Stephen R. Petersen, CFA
Susan S. Mooney
Thomas F. Woodhouse, CFA, CFP®
William (Bill) Dion, CFP®
William G. Mozek

Start With Prio Today

Contact Prio Wealth today to explore your financial priorities and how we can work with you to meet your wealth management goals.

Request a Consultation
Address: 265 Franklin Street, Suite 2001, Boston, MA 02110-3199
Tel: (617) 224-1900
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