Corporate Development, Strategy, and Planning is handled by Adriel Tam. Adriel has been in the financial services industry since graduating from Seattle Pacific University in 1998. Originally hailing from the Washington DC area, he has worked in a variety of roles in mergers and acquisition, technology, finance, and investments at GE Capital and UBS. Adriel has lived and worked in London, Philadelphia, San Francisco, and Hawaii to name a few – it is from this array of cultures and perspectives that he draws upon to work with clients and provide advice. Adriel is passionate about the challenges of creating strategic financial plans using both securities and non-securities based investments and enjoys creating tailored solutions to the many complex challenges life goals can present.
Adriel serves as both Board Member and Investment Committee Member for the Ronald McDonald House in Seattle. He previously served as Treasurer and Board Member for Technically Learning, a non-profit group dedicated to helping kids learn STEM (Science, Technology, Engineering, Math) through robotics. He enjoys playing his guitar, snowboarding, and riding anything with two wheels (and a motor preferably). He can usually be found in the great outdoors or moonlighting as a line cook in local restaurants when he is not working.