He assists in the process of evaluating investments from the initial diligence stage to implementation in client portfolios and subsequent monitoring.
Andrew is a member of the CFA Institute and the Boston Security Analysts Society (BSAS). He has also successfully passed the Series 65 and is an Investment Adviser Representative (IAR).
An avid music fan and experienced guitarist, Andrew loves taking advantage of all the Boston concert scene has to offer. Born and raised in Longmeadow, Massachusetts, he is also a lifelong and diehard New England sports fan.