Adero Partners
We have been providing independent financial counsel to individuals and families from Silicon Valley to New York since Adero is driven to- Provide world-class investment results - Be transparent and act as a fiduciary for our clients - Create wealth plans that work - Work tirelessly to do what we commit to - Employ intelligent, passionate professionals Please visit our website to learn more about how we approach wealth management and meet some of our wonderful people. Bay Area • Portland DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information.
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Verified contacts
25
available on Kipplo
LinkedIn employees
15
51 to 200 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
1
tools in use
Monthly traffic
75
organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- AL
Alina Lee
Wealth Advisor · Finance & Accounting
EmailPhone - KH
Katie Hernandez
Tax Advisor · Finance & Accounting
EmailPhone - RK
Rimmy Kainth
Operations Executive · Operations
EmailPhone - SR
Samantha Rojas
People Ops Manager · Human Resources
EmailPhone - CF
Cody Fried
Portfolio Trading Associate · Finance & Accounting
EmailPhone - MH
Melinda Harrah
Client Service Associate · Customer/Client Service
EmailPhone - SN
Shanna Nieffenegger
Client Service Associate · Customer/Client Service
EmailPhone - SR
Shari Reyes
People Operations Associate · Human Resources
EmailPhone - ND
Nina Doehrman
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 25 verified contacts
Top roles at Adero Partners
20 distinct titles indexed · top 10 shown.
- 4client service associate
- 2financial consultant
- 2wealth advisor
- 1, &
- 1cantoneiro 2 classe
- 1chief investment officer
- 1client service administrator
- 1csa
- 1director of portfolio management
- 1director of tax
- +10more titles
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