Investment Advisor. Adele earned an MBA from Harvard Business School in Boston and graduated Magna Cum Laude from UCLA with a BA in History. She has been a successful business owner/operator and a Financial Adviser for Morgan Stanley and Merrill Lynch. As a member of the investment committee, Adele provides research and analysis of current and potential investments and also performs trades to support the investment process. She previously served on the board of the Harvard Business School Alumni Club of Orange County.