Adero Partners Announces Greg Warner as Firm’s New CIO
SAN FRANCISCO – Adero Partners (“Adero”) is proud to announce its new CIO Greg Warner, MBA, CFP®.
Warner was previously co-CIO with Wealth Advisor Brian Frazier and is now the firm’s sole CIO. With more than 20 years of experience, he specializes in financial planning and the development of investment plans for high-net-worth clients, families, and business owners.
Before the 2019 merger with Adero Partners (formerly Vista Wealth Management), Warner co-founded Hines Warner Wealth Management and served as its Vice President and Chief Investment Officer for more than 12 years.
“Adero is excited to continue moving forward with Greg as CIO,” said Chief Growth Officer Aaron White, CFP®. “His expertise and passion for investments will help us expand our portfolio management capabilities.”
As a Wealth Advisor at Adero, Warner believes trust is the most important aspect of client partnerships, showcased through his philosophy to listen, empathize, and build a strategic plan tailored to each client.
“As a leader in this firm, what excites me most is helping clients navigate life’s ups and downs, identify and achieve their goals, and confidently plan for their future,” said Warner. “I’m eager to press forward on what 2024 has in store for us.”
Warner is a Certified Financial Planner® with an MBA and holds a Series 65 securities license. As an active community member, he serves as treasurer on the Board of Directors for Volunteers of America® Oregon and has previously served on the Resource Development Committee for the Circus Project and on the Board of CARES Northwest.
In his free time, Warner enjoys exercise, golfing, and skiing.
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About Adero Partners:
Since 1999, Adero Partners has been providing custom and comprehensive financial planning, strategic investing, tax planning, and family office services for high-net-worth clients. Adero has over 50 employees nationwide with offices in the Bay Area, Santa Monica, and Portland. Adero’s advisors include CPAs, CFP®s, CFAs, and MBAs with decades of experience and the firm was recognized by Forbes as one of America’s Top RIAs in 2023. Learn more about Adero Partners here.
For media inquiries or more information, please contact:
Jay Scott – 484.695.3774 – jscott@gavinadv.com
Emma Ligtenberg – 650.252.0557 – emma@aderopartners.com