Adriana coordinates the provision of services to our Family Office clients and assists with client communications, wealth planning research and the preparation of financial presentations.
Prior to joining Tacita Capital, Adriana held positions at two major brokerage firms in Venezuela – Unica Sociedad de Corretaje and Uno Valores.
Originally from Venezuela, Adriana moved to St. Petersburg, Florida in 2001 where she earned a Bachelor of Arts degree with a major in International Business and a minor in Human Resources Management with a concentration in Marketing.
Adriana moved to Toronto in 2010 and completed the Financial Planning Program at George Brown College. She has also completed the Canadian Securities Course.
Adriana is an avid golfer.