As a Portfolio Associate, Andrew is responsible for the creation, execution, and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, assisting and supporting the investment management team in investment decisions, and working with advisors to communicate the firm’s investment philosophy to clients. He is a CFA Level I Candidate.
Prior to joining the firm, Andrew was a Financial Analyst on the Commercial Finance team at Welch’s where he provided in-depth financial analysis and consulting for their domestic business.
Andrew earned his B.A. in Finance from the Isenberg School of Management at The University of Massachusetts, Amherst. When not in the office, Andrew enjoys playing golf, skiing, and playing basketball.