Andy is the Senior Vice President, Director of Portfolio Management and a Principal of The Colony Group. Having joined the firm over 10 years ago, he manages a select group of investment portfolios and covers the energy sector for the company’s equity portfolio strategies. Andy also serves as Quality Control Officer of Colony Investment Management, the firm’s asset management division, and is responsible for implementing and monitoring the quality control policies and procedures for the division.
Before joining The Colony Group, Andy was employed as a Research Analyst at Congress Asset Management in Boston. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Boston Security Analysts Society. Andy earned a Master of Business Administration from Boston University and a Bachelor of Arts from Colgate University.