Skip to main content

Adrian Morffi, CFA, CPA, & CFP®
Portfolio Manager

Adrian serves as a Managing Director of SeaBridge Investment Advisors and the firm’s Chief Financial Officer. In this role, he oversees portfolio management activities for the Core Global, Global Diversified, and Global Growth Strategies, while also managing the firm’s financial affairs. As a member of SeaBridge’s Investment Committee, Adrian contributes his broad financial knowledge and strategic insights to the firm's investment decisions.

Adrian joined SeaBridge in 2011 as a Research Analyst, supporting portfolio managers with equity research across SeaBridge’s investment styles. His expertise and dedication led to his promotion as Portfolio Manager for the Global Growth and Longview strategies in 2016 and the Core Global strategy in 2021. Prior to SeaBridge, Adrian worked for five years as an Assurance Advisor at Ernst & Young, with assignments in the Cayman Islands and West Palm Beach offices.

Beyond his professional commitments, Adrian is deeply involved in community service. He serves as Chairman of Comunidad Connect, a nonprofit dedicated to alleviating poverty and fostering sustainable change in Nicaragua and the Dominican Republic. Adrian is also a Director of Much Ministries, a nonprofit focused on combating poverty in Haiti through social enterprise.

Adrian holds a bachelor’s degree in Accounting and Finance from Florida State University and a Master’s in Accounting. He earned an MBA from Emory University and holds CPA and CFP® certifications. Additionally, he is a CFA® charterholder, a credential awarded by the CFA Institute to investment professionals who demonstrate commitment to ethics, professional standards, and investment analysis.

picture10-1726153550750-1726153589011.png

Let's talk
We would love to hear from you!