Adrian Chastain, CFE
In 2015, Adrian joined Lakeview Capital Partners as the Operations Director for the Institutional Wealth group. Bringing 16 years of investment industry experience, she is responsible for all aspects of investment operations, client service and relationship management and human resource management.
Prior to joining Lakeview, Adrian spent four years at Herndon Capital Management as a Domestic and International Equity Trader for its large- and mid-capitalization equity strategies. She traded on behalf of institutional clients, Wrap, SMA and UMA platforms, as well as focused on providing real-time technical analysis on product holdings in the materials, energy and consumer discretionary sectors.
Adrian previously worked directly with Carolyn LaRocco at the Atlanta Consulting Group for 10 ½ years as a Client Operations Specialist responsible for trade implementation, operations and client servicing. She transferred internally to that group after a yearlong stint as a Performance Analyst and Client Service Associate in the Retail Brokerage division. Adrian began her career with SunTrust Banks, Inc., in the Trust and Investment Operations division.
Adrian received a Bachelor of Arts in Economics from the University of Tennessee at Knoxville and attained professional development studies in human resources management programs at Emory University and Cornell University – School of Industrial and Labor Relations. She passed the FINRA Series 7 and 63 exams. Adrian earned the Certified Fraud Examiner credential and is a member of the Association of Certified Fraud Examiners, Georgia Chapter.