Finance & Operations Analyst
Adrian joined Bordeaux Wealth Advisors in March of 2023. Adrian began his career at Morgan Stanley helping 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 Bordeaux, 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 high quality customer service and guidance to corporate clients looking to gain access to liquidity for their privately held securities.
Adrian graduated from the University of Bocconi in Italy with a Bachelor of Arts in International Finance and Economics.
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.