Andy joined SS&A in April of 2018 as a Financial Advisor. He brings nearly 15 years of experience to the firm, with past roles as VP of Investment Research and Financial Advisor. Andy utilizes this dual skillset of equity analysis and client relationships to bolster SS&A’s holistic wealth management offering. His main passion is client education, with a goal of minimizing client uncertainty created by financial complexity. Andy grew up in Upstate NY and graduated from Binghamton University with a B.S. in Financial Economics. He also earned his CFP® certificate in 2009.
Outside of work, Andy and his wife enjoy traveling with their three boys. Andy is active in sports, including water polo and coaching youth swimming, and as an outdoor sportsman.
To contact Andy you can email him at firstname.lastname@example.org.