Andrew has joined Wells Fargo Advisors as a Managing Director – Investments after having worked for seven years as a Senior Vice President and Senior Portfolio Manager at UBS. Prior to that, Andrew worked for eight 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 Wells Fargo Advisors, Andrew is a Managing Director – Investments, Private Wealth Financial Advisor and Senior PIM® Portfolio Manager. Additionally, Andrew has been recognized by the firm as a 2021 Premier Advisor1. His work focuses on structural solutions for tax efficient planning, risk mitigation, 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 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.
1The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.