Adrian Crockett

Adrian Crockett

General Partner & Head of EJ Labs

Edward Jones

Adrian has over 25 years of experience building transformational businesses and supporting enterprise technology platforms at the intersection of analytics, artificial intelligence (AI), data, design, finance, technology, and visualization.

At Edward Jones, he serves as General Partner and Head of EJ Labs, leading Artificial Intelligence (AI), Analytics, Data, Emerging Technology, and Low-Code Delivery. Most recently, Adrian was General Manager and Head of Product for Microsoft Cloud for Industry - Financial Services at Microsoft, and previously ran Microsoft's Capital Markets and Product Strategy teams.

Prior to Microsoft, Adrian was the Chief Product & Strategy Officer at OpenFin, where he led product management, design, and strategy. Previously, he co-founded Pellucid Analytics, where he served as Chief Executive Officer from founding through exit to LSEG.

His earlier experience includes over 15 years of leadership positions at a series of global investment banks, including Deutsche Bank, Merrill Lynch, and Credit Suisse, where he was most recently Managing Director and Head of Investment Banking and Capital Markets Strats. His responsibilities included a combination of advisory work, which resulted in over $650 billion of executed transactions, as well as leading digital transformation efforts.

Adrian has over a decade of experience teaching graduate students in corporate finance, quantitative corporate finance, and product management. He earned his master's degree in Technology Management from Columbia University, completed his undergraduate and postgraduate research degrees at the University of Technology Sydney, and is currently working towards his Ph.D. with a focus on hybrid intelligence. He also holds the Chartered Financial Analyst and Chartered Accountant designations.

Featured Sessions

Wednesday, October 29, 2025
9:45 am

AI is redefining what’s possible in financial planning and wealth management, empowering advisors to deliver advanced planning services—like tax, estate, and specialized strategies—to a broader range of clients efficiently and profitably. In this session, discover how leading firms are leveraging AI to scale personalized planning, deepen client relationships, and expand their service offerings without overextending their teams. You’ll walk away with practical insights on how to incorporate AI tools into your workflow to enhance your client experience, differentiate your firm, and drive growth in a competitive market.