Drawing upon 35 years of experience in private banking, trust services and investment management, Adriana manages relationships for multi-generational families, senior executives and business owners.

Adriana brings a deep understanding of a variety of wealth management strategies to the clients she serves, with an emphasis on estate planning, insurance planning and banking. Adriana believes in collaborating with her client’s external professionals, such as CPAs and attorneys, to implement these individual strategies into a fully integrated wealth management plan.

Adriana graduated from the University of Denver with a degree in Economics and International Studies. She was born in Milan, Italy and from the age of six lived in New York City. She is currently on the investment committee of the adoption agency, The Cradle, in Evanston, IL and has volunteered for various charities in Chicago, IL and the Tampa Bay area of Florida. Adriana resides in Dunedin, Florida and part time in Lake Bluff, IL. She enjoys travel, especially to Italy where she was born and still has family, spending time with her two grown sons, her dogs and cheering for her hometown baseball team, the Yankees.