P: 780.443.0340
E: amorgan@raintreeWM.com
Adrian joined in January 2019 as a Vice President, Portfolio Manager. In this capacity he is responsible for helping grow the Raintree Wealth Management and Raintree Capital Inc. brands across Canada. Based in Ontario, Adrian meets directly with clients and their advisors to help develop appropriate portfolio solutions. He engages with RWM’s key sub-advisory relationships while also serving as an active member of RWM’s investment Committee.
Adrian has extensive experience in roles encompassing portfolio construction, private equity, real estate and financial strategy. Most recently, he was a part of the Canadian leadership team for a US based global advisory firm focused on investment counselling for a suite of institutional, ultra-high net worth and family office clients. Prior roles at Westcourt Capital, CPP Investment Board and the Ontario Teachers Pension Plan have encompassed both investment due diligence and operations. Early in his career, Adrian worked as a Forensic Accountant for a large multi-national firm.
Adrian holds the Chartered Financial Analyst, (CFA) and Chartered Professional Accountant (CPA) designations. He is a University of Windsor graduate with an Honours Bachelour of Commerce degree.