Gene began as a broker in the early 80's in his home town of New Orleans. In ‘85 became Chief Investment Officer for what is now Mercer Advisors. Gene’s proud to be part of literally thousands of clients reaching their economic goals, and building what is now the 10th largest wealth manager in America. After Mercer, having interfaced with some of the greatest investment minds, Gene discovered investment strategies that weren't generally offered to clients including using individual stocks, hedge funds and sophisticated tax management. These new strategies together with his long standing passion for client centered service are the genesis of Ariadne Wealth Management.
Adam Stempel, CFP®
Adam spent over 10 years working for high net worth clients across a broad spectrum of backgrounds at one of the nation's largest fee-only firms, Mercer Advisors. His experience includes customized investment portfolio construction, retirement plan design for small businesses, and financial planning for families, including estate and legacy planning. Adam knows strong client relationships create success through the ups and downs of life and the market.
Adam earned a Bachelor of Arts in Business and Economics from the University of California at Santa Barbara and the Certified Financial Planner™ designation. Outside of the office, Adam spends his free time with his wife Kacie and their two young children.
Rick DuBreuil, CFA
As an Investment Committee member at Mercer Advisors Rick was instrumental in shaping and implementing investment policy in thousands of client portfolios. Rick is skilled in rigorous data analysis, portfolio construction, and trading fixed income, equity and alternative investments. His recommendations, insights, and proficiency have helped countless financial advisors serve their clients with excellence. His experience and focus is in leveraging technology to match best practice with best execution. Rick is a CFA® Charterholder.