Adrian R.

Adrian R. is an experienced finance professional currently serving as a Vice President at Goldman Sachs, specializing in Capital Analysis Planning & Reporting since January 2014. Previously, Adrian held multiple leadership roles at Terese Kelly Investment Group, including Chief Executive Officer, Chief Operating Officer, and Chief Research Officer, where responsibilities encompassed managing an investment fund and coordinating educational initiatives. Additional experience includes serving as a Teaching Assistant at the University at Buffalo, a Financial Equity Research Analyst at Collins Advisors LLC, a New York State Life Insurance Agent at Primerica, and managing operations at Westside Tennis Club. Adrian holds a Master of Science in Financial Management and a Bachelor of Science in Business Administration with a concentration in Financial Analysis from the University at Buffalo, alongside being a Level II Candidate in the CFA Program.