Ada joined Homrich Berg in February 2023 and serves as a Trader in the firm’s investment department. Ada is responsible for trade execution, liaison with custodians, helps configure and maintain trading and rebalancing systems, and assists the fixed income trader.
Previously, she worked for over eight years with an independent financial planning firm in Atlanta as a trader. Before that she worked for four years with an asset management firm in Canada where she was responsible for the generation and implementation of the investment policy statements for Private Client Managed Portfolios (program) and Stonegate Private Counsel (division), tailoring portfolios to the unique wealth management needs for the country’s wealthiest and highest net-worth clients.
Ada graduated from York University, she previously held the Series 7 designation and CSC (Canadian Securities Course) from CSI (Canadian Securities Institute).
She has a multi-cultural background, lived in a few countries, and enjoys reading, biking, and traveling.