ANALYST, PORTFOLIO ADVISORY

Andrew Gauthier


Andrew is a Portfolio Analyst and a member of the broader Investment Team. Family Office portfolios require day-to-day monitoring & tracking, and Andrew provides such oversight as a Portfolio Analyst and member of the Investment Team.

Andrew’s responsibilities include portfolio analysis, reporting and trade implementation & execution. Additionally, Andrew assists various team members with investment research and client relations. He also works on special projects related to enhancing TwinFocus’ investment reporting solutions and other client deliverables.

ANALYST, PORTFOLIO ADVISORY

Andrew Gauthier


Andrew is a Portfolio Analyst and a member of the broader Investment Team. Family Office portfolios require day-to-day monitoring & tracking, and Andrew provides such oversight as a Portfolio Analyst and member of the Investment Team.

Andrew’s responsibilities include portfolio analysis, reporting and trade implementation & execution. Additionally, Andrew assists various team members with investment research and client relations. He also works on special projects related to enhancing TwinFocus’ investment reporting solutions and other client deliverables.

HISTORY


Prior to TwinFocus Andrew worked at BNY Mellon as a Portfolio Accountant, reconciling portfolios and ensuring discrepancies with custodians were identified and resolved in a timely manner.

EDUCATION


Andrew graduated from University of Massachusetts, Lowell earning a Bachelor of Science in Business Administration with a concentration in Accounting and Finance with a minor in Economics. While at UMass Lowell, Andrew was an active member in the Finance and Accounting Clubs as well as founded the Track and Field Club. Andrew is in the midst of the CFA examination process and has successfully completed Level I.

OUTSIDE THE OFFICE


In his free time, Andrew enjoys exercising and going for runs.  He participates in road races and obstacle course races around New England. He enjoys spending time with his family in New Hampshire on the lake.