Adrienne Iglehart

About Adrienne Iglehart

I am a seasoned wealth advisor with over two decades of experience helping affluent individuals and families navigate the complexities of wealth preservation, growth, and intergenerational transfer. With a deep understanding of capital markets and family dynamics, I bring a comprehensive and thoughtful approach to wealth management that aligns financial strategy with personal values and legacy goals.I began my career on the derivatives trading floor at UBS in New York, gaining firsthand insight into global markets. I later held senior roles in investment advisory and trust companies, where I deepened my expertise in multigenerational planning, estate strategies, and tax-aware investment management. My work spans both institutional rigor and the nuanced interpersonal dynamics that define family wealth decisions.A graduate of Cornell University with a degree in Economics, I am committed to staying at the forefront of family wealth strategy. I collaborate closely with a trusted network of attorneys, accountants, and advisors to deliver integrated solutions across investment management, estate planning, charitable giving, and legacy design.I actively participate in organizations focused on the intersection of financial and personal well-being, including the Collaboration for Family Flourishing and the Purposeful Planning Institute. I am known for my ability to guide families through complex decision-making with clarity, warmth, and strategic insight.As your Private Wealth Advisor, my goal is to help make all aspects of your financial life work together in service of your goals. I view my role not simply as a financial strategist, but as a long-term partner—someone who brings expertise, perspective, and a deep understanding of both financial systems and human priorities.I work with a select group of individuals and families, each with their own unique aspirations, challenges, and values. Through an ongoing partnership, we address everything from investment strategy and tax-efficient wealth transfer to family education, legacy planning, and timing of key decisions. My process is deeply collaborative, designed to support clarity, cohesion, and confidence in decision-making across generations.Wealth preservation and growth require more than technical skill—they require wisdom, intention, and relationship. I am committed to helping you steward your wealth in a way that honors what matters most to you, supports your family’s well-being, and creates a foundation for lasting impact.

Experience

1. Financial Advisor

   Morgan Stanley

   Oct 2024 — Present · San Francisco, CA, US

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Education

• Cornell University

  Bachelor's Degree

  1982 — 1986