Adam Leber

Adam has over twenty years of experience in financial services, most recently leading the wealth, retirement, and research compliance teams globally at Morningstar. Prior to that, he was responsible for the wealth and retirement compliance teams at Alera Group, a national insurance and financial services company, and had worked in the compliance departments at BMO Harris and JPMorgan Chase in various roles. Adam started his compliance career in internal controls testing after working in operations for several years.

7f. IA/PF – Global Compliance and Marketing (Intermediate - OPEN)