Chief Investment Officer
Andy has focused his 25+ year veteran career on designing and implementing comprehensive investment programs for both professional investors and private clients. He is practiced delivering investment strategies focused on clients’ financial objectives and has managed discretionary client portfolios and private investment funds.
Andy has operated within both multi-national practices and independent privately-held investment boutiques, in the role of investment strategist, director of research, and portfolio manager. His focus at FiduciaryVest is on capital markets, asset allocation, investment research, and client communications.
Prior to joining FiduciaryVest in 2014, Andy was the director of investment research, portfolio manager, and investment consultant with a multi-family-office in North Carolina. He also served as a senior vice president at an independent investment firm with responsibility for portfolio communications, performance attribution and analytics, new business activities, and translating investment strategies for private and institutional clients. Andy first worked with members of the FiduciaryVest team at Arthur Andersen, LLP in the late 1990s, where he was a founding member of the Investment Committee.
Andy received his BS with high distinction in finance & investments from Babson College and holds the chartered financial analyst (CFA) designation.
Andy lives with his wife Patti and two children; they are active volunteers in their community and church.