Apella Wealth
Adrian Johnston is a seasoned financial professional with a background in portfolio management and financial analysis. Currently serving as a Portfolio Analyst at Apella Wealth since November 2022, Adrian manages daily model portfolio trading and account rebalancing in collaboration with financial advisors. Prior to this role, Adrian worked as a Financial Analyst at Providence from July 2019 to December 2022, where responsibilities included translating complex data for management, evaluating financial performance, and providing guidance to business leaders. Previous experience also includes a position as a Financial Advisor at Merrill Lynch and a Market Development Manager at SBLive Sports. Adrian holds a Bachelor of Business Administration in Accounting and Finance from Gonzaga University, earned in 2017.
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Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Disclosure: Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.