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Principal – Family Office Investments & Strategy at Family Office|United States

Position:

Principal – Family Office Investments & Strategy at Family Office

Location:

United States

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Last updated: 2025-12-18
Updated: 2025-12-18

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Work Experience 16 years

Principal – Family Office Investments & Strategy at Family Office

Jan 2019 - Current

Director of Investment Strategy at Whittier Trust Company

Jun 2015 - Dec 2018

Vice President, Wealth Advisory at Cary Street Partners

Oct 2012 - May 2015

Investment Analyst – Portfolio Research at Pacific Premier Bank

Jul 2010 - Sep 2012

Adele started working in 2010, then the employee has changed 3 companies and 3 jobs. On average, Adele works for one company for 3 years 11 months.

Education

Bachelor of Science in Business Administration at California State Polytechnic University-Pomona

Master of Business Administration – MBA at Chapman University Argyros College of Business & Economics

Frequently Asked Questions

What is Adele's minimum period of employment in the companies?

Adele's minimum period of employment in various companies is 2 years 2 months.

What is Adele's average duration of employment for different companies?

On average, Adele works for one company for 2 years 9 months

What industries has Adele worked in?

Adele works in the Investment Banking. Previously, Adele worked in the Financial Services, and Banking.

What positions has Adele held before?

Previously, Adele worked as a Director of Investment Strategy, and Vice President, Wealth Advisory, and Investment Analyst – Portfolio Research.

How do I contact Adele?

Adele's phone number is +1-909-***-**51. Sign up to get contact details.

Who is the President/CEO/Director of the Family Office?

The President/CEO/Director of the Family Office is Roberto Haag

Who are Adele's peers at other companies?

Adele's peers at other companies are Chiara and Alessandra

Adele Namesakes

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Company
Position
Angel Capital AssociationA
Startup Strategy Advisor | Growth Partner | Innovation Ecosystem Builder
Aged Care ProviderA
Aged Care Provider
Support Services Worker

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Family OfficeC
Principal – Family Office Investments & Strategy
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Other employees at Family Office

Name
Company
Position
Family OfficeL
Chief Investment Officer, CIO
Family OfficeV
Director of Real Estate, Facilities, or Property Operations
Family OfficeJ
Private Financial Consultant

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