Director of Goelzer Private Office | Senior Consultant
Principal
Adrian O. Miller
CFA
Biography
Adrian Miller is a Principal and Senior Consultant at Goelzer Investment Management, where he works with foundations, endowments, charitable trusts, and complex family offices requiring institutional‑quality investment governance. He joined Goelzer in 2021 and brings more than 20 years of experience across investment research, portfolio management, fiduciary oversight, and leadership roles at a large financial institution.
At Goelzer, Adrian partners with boards and investment committees on strategic asset allocation, manager due diligence, alternatives oversight, and investment policy implementation. Through the Goelzer Institutional Advisory Services, he delivers an OCIO‑style, integrated approach that aligns portfolios with long‑term spending needs, risk parameters, and mission‑driven objectives. Adrian also oversees Goelzer Private Office, working closely with a select group of multi-generational families.
Adrian holds a Bachelor of Science in Business from Huntington University and is a Chartered Financial Analyst (CFA) charterholder. He is a member of CFA Institute and the CFA Society of Indianapolis. Adrian currently chairs the board of Herron Classical Schools, a high‑performing charter school network in Indianapolis and previously served on the board of the Ronald McDonald House.
Prior to joining Goelzer, Adrian spent two decades with Wells Fargo Private Bank, where he advised high-net-worth individuals and multi-generational families. He also held various leadership positions that included teams of investment management and trust professionals throughout the Great Lakes.