Andrew is a Portfolio Strategist for the Family Office investment team at The Colony Group. He is an investment professional dedicated to improving decisions and outcomes for clients through his deep investment management experience. In his role, Andrew is an important resource for clients and wealth advisors, designing and managing customized portfolios to support their goals and educating clients and wealth advisors on the firm’s investment strategy. In addition to his portfolio management responsibilities, he is also involved in investment research and the 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 as a Client Portfolio Manager and prior to that worked on the trading and implementation team.
Andrew earned his B.A. 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.