Adrianne’s MBA and background in strategy consulting, coupled with her 20 years of experience managing the finances of affluent families, lead to multidimensional insights and solutions which go beyond the work of a traditional advisor. After many years of building and running her client practice at two stellar legacy Wall Street firms, Adrianne recognized that to best serve her clients and team she had to establish her own firm. She founded Strategic Wealth Capital in 2019 with a clear vision for the business she wanted to create and a strong continued commitment to the client families she serves. Adrianne Yamaki has lived in France, Switzerland, the U.K., and China and speaks fluent French. Adrianne’s husband Rick is a pilot for Alaska Airlines, and they live with their daughters Audrey, Elizabeth, and Michele and their dog Roger in San Francisco. When not working, Adrianne enjoys long-distance running and taking opera lessons.
Awards and Recognition
- Forbes Top Women Wealth Advisor Best-In-State in 2024, 2023, and 2022
- Top Wealth Advisor Mom (SHOOK Research and Working Mother) in 2022, 2021, 2020, 2018, and 2017
- Speaking engagements at Visa, American Express, Circular Board, SF Chamber of Commerce, Affirm and The Battery
- Selected by senior management at Morgan Stanley as 1 of 18 professionals out of 250+ nominations to be a MAKERS@ in 2019. MAKERS@ is an organization that celebrates the achievements of select women and men across multiple fields and exists to accelerate the women’s movement
Education
- Certified Financial Planner TM, 2003
- MBA, Booth School of Business, University of Chicago (with Honors) 2006
- B.A., Economics, Mills College (with Honors) 1997
- Institut d’Etudes Politiques, Paris, France, 1996
Experience
- Morgan Stanley, Senior Vice President, CFP®, Financial Advisor (2009-2019)
- American Express, Senior Manager, Strategy Group (2008-2009)
- Booz Allen Hamilton, Strategy Associate (2006-2008)
- Merrill Lynch, Senior Financial Advisor, CFP® (1998-2004)
