Focus Area
Andrew is responsible for translating and implementing investment strategies to client portfolios. Andrew works with investment officers to align client portfolios with stated asset allocation targets based on client preferences and needs, and investment team guidance.
Experience
Prior to joining the Portfolio Solutions Team, Andrew worked within the Securities Department overseeing corporate actions and foreign trade settlement.
Personal
Andrew lives in Rockland, MA with his wife. He enjoys playing golf, cheering on his favorite Boston sports teams, and being with his family and friends.
