Our Management Team
Adhesion’s management team is made up of a group of seasoned professionals, many of whom have decades of experience working with RIAs and Fortune 100 companies to develop and implement effective technology solutions. Together, they oversee the day-to-day operations of the firm, always keeping our mission to help RIAs grow their businesses front and center in everything we do.
Barrett joined Adhesion in 2004 and is one of the original founders of Adhesion Wealth. As President of Adhesion, Barrett oversees strategic direction and long term growth plans for the organization. During his time at Adhesion, Barrett has overseen the firm’s Product, Relationship Management, Investment Consulting, Model Management and Portfolio Management groups.
Prior to Adhesion, Barrett served as Senior Vice President of Product Management at Wachovia Securities and has held a number of senior-level strategic posts with Fidelity Investments and Broadridge.
Chief Information Officer
Trey founded Adhesion in 1999. Today, he keeps us at the forefront of technology and operations excellence, and oversees the development and delivery of the Adhesion platform.
Director, Business Development
Kevin joined Adhesion in 2014. As our Director of Business Development Kevin is responsible for building and maintaining client relationships and key channel partnerships.
Lisa Faler, CPM®
Director, Overlay Portfolio Management
Lisa joined Adhesion in 2006. As our Director of Overlay Portfolio Management, she is responsible for overseeing the execution of investment-related tasks by Adhesion’s Portfolio Management Team. Lisa has been involved in our Overlay Portfolio Management program since its inception and has been a key contributor to its rapid success.
Robert joined Adhesion in 2006. Our Director of Development, he leads our engineering team. He has over 20 years of advanced software development experience.