Securities Registrations Held: Series 7, 24, 63, and 65
Life Insurance and Annuity Licensed
Andrew helps clients construct and review broadly diversified portfolios based on their needs and risk tolerance. By adding structure, objectivity and diversification to a client portfolio, he assists clients in avoiding emotional decisions that may lead to poor results. His candid style of discussing not only the merits of investments but also drawbacks enables clients to better understand both the pros and cons of different strategies. His investment philosophy and methodologies have evolved over his 20+ years of experience working with high net worth clients. Whether constructing a municipal bond portfolio, advising on wealth transfer issues, helping with executive stock options, or managing concentrated positions, he brings informed skills to the complex and varied investment planning needs of his clientele.
Andrew holds the CIMA® (Certified Investment Management Analyst®) designation from the Executive Education Program at the University of Pennsylvania’s Wharton School of Business. He also holds both the AAMS® and CMFC® designations for completing coursework offered through the College of Financial Planning in Denver, Colorado. Andrew is a member of the Investment Management Consultants Association and the Washington Association of Money Managers. He is also a member of The Capital Society. Andrew is a native of the Washington, DC area and a graduate of the University of Maryland. He is a contributing author to the book, Ways and Means: Maximize Your Retirement Dollars. In addition, Andrew was named to the 2007 and 2008 “Winners Circle” top 50 wealth advisors in the state of Virginia which is published in the Virginia Business magazine.*
Andrew enjoys travel, fly fishing, golf, and spending time with family.
*Criteria was based on filtered nominations from investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.