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Investment Management, Wealth Advisor, and Chartered Financial Analyst

Brian Lawrence, CFA

Brian is a partner and lead advisor at North Ridge Wealth Advisors.  A 1999 graduate of Linfield College, Brian earned a B.S, cum laude, in Finance (major) and Economics (minor).  A member of the CFA Society of Portland, Brian earned his charter in 2002.  He has worked as an analyst and portfolio manager for several Registered Investment Advisors, assisting individuals and institutions.

Prior to North Ridge, Brian co-owned and operated Headwater Investment Consulting, an independent investment management company.  At North Ridge Brian works with clients to develop detailed investment policies and planning goals.  He manages the day-to-day responsibilities at North Ridge, including monitoring portfolios, trading, client service, and research.

A native of the Pacific Northwest, Brian grew up on the family farm in central Washington.  When he is not at work, Brian enjoys staying active with hobbies that include skiing, trail running, and rock climbing. 

Investment Management, Wealth Advisor, and Chartered Financial Analyst

Adam Cornwell, CFA, CFP®

Adam is a partner and lead advisor at North Ridge Wealth Advisors. A graduate of Washington State University, Adam earned a B.S., summa cum laude, in Finance in 2005. Adam has been a Chartered Financial Analyst and member of the CFA Society of Portland since 2007. An active member (and former board member) of the Financial Planning Association, he became a Certified Financial Planner™ in 2010.

Prior to North Ridge, Adam was the Director of Wealth Management for one of the largest independent Registered Investment Advisors in the Pacific Northwest. While there he served high net worth individuals, developed financial modeling applications, and spoke internationally on the subject of sustainable withdrawal rates in retirement.

At North Ridge Adam helps clients develop financial plans and investment strategies that align their wealth with their values. After all, it’s not how much you have, but who you become and what you do in life that ultimately matters.

Outside of the office, Adam is an outdoor enthusiast and award-winning outdoor photographer. His work has been featured in galleries and magazines and can be viewed online at adamcornwell.com. He also loves kayaking, hiking, backpacking, and volunteering abroad.

503.206.8784  |  610 SW Broadway, Suite 408  Portland, OR  97205  |  contact@nrwadvisors.com    Brian Lawrence's LinkedIn Profile

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