As a Client Portfolio Manager at The Colony Group, Andrew is an investment professional dedicated to improving the decisions and outcomes for clients through his deep investment management experience. In his role, Andrew is an important resource for clients and wealth advisors, assisting them in developing portfolios designed to support their goals and communicating the firm’s investment strategy. In addition to his portfolio management responsibilities, he is also involved in investment research and development of Colony’s intellectual capital.
Andrew has been with The Colony Group since 2014 and has developed a broad and deep understanding of the firm and our clients. Prior to his current role he worked on the portfolio implementation team.
Andrew earned his Bachelor of Arts in Finance from the Isenberg School of Management at The University of Massachusetts, Amherst. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Boston Security Analysts Society. When not in the office, Andrew enjoys playing golf, traveling, skiing, and following Boston’s professional sports teams.