Adrian Enrique Colmenares

Employer firm

Concentric CRD 321633

$13.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• CONSTRUCTION OF MODEL SECURITIES PORTFOLIOS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → 01/2023
  Parametric Portfolio Associates
  Boston, MA
• 07/2021 → 11/2021
  Envestnet Financial Technologies, Inc.
  Berwyn, PA
• 07/2019 → 07/2021
  University Of The Cumberlands (Mba Program - Remote)
  Williamsburg, KY
• 07/2018 → 05/2019
  Envestnet Financial Technologies, Inc.
  Berwyn, PA
• 08/2014 → 05/2018
  Hobart And William Smith Colleges
  Geneva, NY
• 05/2025 → Present
  Concentric
  Walnut Creek, CA
• 05/2017 → 08/2017
  Envestnet Financial Technologies
  Chicago, IL
• 01/2023 → 08/2024
  Parametric Portfolio Associates
  Boston, MA
• 08/2024 → 01/2025
  Parametric Portfolio Associates
  Boston, MA
• 01/2025 → 05/2025
  Parametric Portfolio Associates
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-27

Other Names

• Adrian E Colmenares