Associate Financial Counselor
Andrew is an Associate Financial Counselor at The Colony Group. His primary role is to support a team of counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals, families, and corporate executive clients of The Colony Group. Prior to The Colony Group, Andrew worked for State Street Corporation as a Global Processing Analyst responsible for operations duties that included analyzing and processing security trade transactions.
Andrew earned his Bachelor of Business Administration in Finance with a minor in Information Technology from the Isenberg School of Management at the University of Massachusetts Amherst. In his spare time, he enjoys running, being active through various sports, traveling, and spending time with family and friends.