About Andrew
Leveraging his investment expertise, Andrew works with advisors and clients to build and monitor client portfolios. He works closely with the research group to bring forward the best thinking on asset allocation, public and private strategies, as well as dynamic changes to end-client portfolios. His role also includes client and advisor education on investment related topics.
Andrew joined Focus Partners Wealth in 2017 (when it was still The Colony Group) and has held a variety of investment related roles, from individual equity research, asset allocation, manager research, and portfolio management. Before that, he interned on the equity sales and trading desk at JP Morgan in New York City.
Outside of the office, he enjoys spending time with his wife and their extended group of friends and family. As a former Division 1 lacrosse player, he enjoys giving back to the sport through volunteer coaching and community service. In his free time, he enjoys golfing, going to the beach, and rooting on Baltimore sports teams.
Education and Professional Milestones
-University of Michigan - bachelor’s degree in Economics with a minor in business
Leveraging his investment expertise, Andrew works with advisors and clients to build and monitor client portfolios. He works closely with the research group to bring forward the best thinking on asset allocation, public and private strategies, as well as dynamic changes to end-client portfolios. His role also includes client and advisor education on investment related topics.
Andrew joined Focus Partners Wealth in 2017 (when it was still The Colony Group) and has held a variety of investment related roles, from individual equity research, asset allocation, manager research, and portfolio management. Before that, he interned on the equity sales and trading desk at JP Morgan in New York City.
Outside of the office, he enjoys spending time with his wife and their extended group of friends and family. As a former Division 1 lacrosse player, he enjoys giving back to the sport through volunteer coaching and community service. In his free time, he enjoys golfing, going to the beach, and rooting on Baltimore sports teams.
Education and Professional Milestones
-University of Michigan - bachelor’s degree in Economics with a minor in business