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Adrian came to Concentric from Parametric, where he spent several years in senior client service roles focused on relationship management and cross-functional leadership. At Concentric, he leads client relations across the firm's institutional relationships — overseeing onboarding, service delivery, and coordination across trading, portfolio management, compliance, and operations. Earlier in his career, he was at Envestnet, where he worked with financial advisors on platform education and implementation.

Adrian holds a Bachelor's degree from Hobart and William Smith Colleges and an MBA from the University of the Cumberlands.

Lindy brings experience across financial services, client service, and compliance to her role as Client Relations Associate at Concentric. She works closely with advisors and clients to support the day-to-day relationships behind Concentric’s investment platform, bringing a thoughtful, responsive, and relationship-oriented approach to the details that keep those partnerships moving.

Prior to joining Concentric, Lindy spent two years at AdvisorAssist, where she served as a Consultant supporting registered investment advisors and investment companies. Earlier in her career, she gained marketing experience through roles with Staples Corporate and Spring Street Boutique while completing her undergraduate studies.

Lindy earned a Bachelor of Science in Business from Babson College, where she was a member of the women’s soccer team. She brings a combination of financial-services experience, business training, and a collaborative approach to her work with Concentric’s clients and partners.