Andrew Pettersen, CFA

Associate Director, Investment Research

As a member of the Investment Research team, Andrew conducts due diligence on investment opportunities across all asset classes and strategies.


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 passed the Series 65 and is an Investment Adviser Representative (IAR).


Andrew earned his Bachelor’s Degree in Economics and Political Science from Villanova University, focusing on international economics and the global institutions that influence and shape macro policy. While at Villanova he was also involved in Special Olympics of Pennsylvania and was a four year member of the Club Baseball Team.


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.