Chief Compliance Officer
Adrian Ketri
Adrian Ketri is the Chief Compliance Officer (CCO) of Montis Financial. As CCO, Adrian oversees all aspects of the compliance function to ensure alignment with regulatory requirements and the fiduciary obligations of the firm and its employees. Adrian leads the day-to-day compliance function including drafting and implementing policies and procedures, managing regulatory exams and consultants, reviewing new products and services, assisting with client matters and adviser acquisition partnerships, and managing all regulatory risks for the firm.
Adrian has 20 years of experience in legal and compliance leadership positions, having worked at RIAs of large and small scales, global asset management and compliance consulting firms. Prior to joining Montis, Adrian served as the CCO of Prio Wealth (acquired by Cerity Partners), CCO of Boston Private Wealth (acquired by SVB) and CCO and General Counsel of SCS Financial (acquired by Focus Financial), among others.
Adrian graduated with a LL.B. in legal studies from Geneva University in Switzerland. He also holds an LL.M. in banking and financial services law from Boston University School of Law.
Outside of work, Adrian enjoys reading, frequenting the opera, and following European league soccer. Adrian and his wife love spending time with their daughter, traveling, and taking long walks with their goldendoodle.
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