Andrew has joined Wells Fargo Private Bank after 7 years as a Senior Vice President “Top 35 under 35” Wealth Advisor and Senior Portfolio Manager at UBS. Prior to that, Andrew worked for 8 years as a Vice President Financial Advisor and Portfolio Manager at Morgan Stanley where he was a firm designated Rule 144 Specialist. In addition to the Certified Private Wealth Advisor designation, Andrew has earned the Certified Financial Planner certificate from New York University, and the Chartered Mutual Fund Counselor designation from the College for Financial Planning. At the Wells Fargo Private Bank, Andrew is a Managing Director, President’s Council member Private Wealth Advisor and Senior Portfolio Manager. His work focuses on structural solutions for the tax, risk, and leverage optimization of complex intergenerational portfolios including both liquid and illiquid assets.
Andrew and his wife, Barbie, reside in Miramar Beach, FL and Sandy Hook, CT with their daughter, Adamina, and son, Maxim. Andrew has served as an Investment Committee member and emeritus Director for one of the largest and most respected eldercare facilities in the country, Masonicare (501(c)3) of Connecticut, as well as the former Eastern Region Treasurer for the Metropolitan Opera National Council at Lincoln Center in New York. He now serves as a director for Kevin’s Community Center, providing free healthcare to the uninsured and underinsured. Otherwise, Andrew can be found on his motorcycle at the beach or traveling to share ideas and experiences with friends and clients.