Andrew is a Research Manager at the firm and is responsible for research coverage of global equity markets. He is responsible for portfolio construction and manager selection for publicly traded equities and digital assets. His research also contributes to our overall market outlook.

Andrew joined in 2016 from Brown Brothers Harriman where he worked in Fund Accounting Services, generating net asset values for large mutual funds and resolving issues related to derivatives pricing, capital stock transactions, and manager performance fees. Previously, Andrew was an associate at PwC in their Risk Assurance practice where he audited investment industry clients’ internal control and regulatory frameworks.

Andrew graduated with a B.A. in Economics from Colorado College, where his senior thesis analyzed incentive structures surrounding public company boards of directors in relation to takeovers and acquisitions. He spent his junior year at the London School of Economics & Political Science studying Finance and Accounting. Andrew is a CFA Charterholder.

Andrew resides in Dedham with his wife and son. He spends time reading and enjoying the outdoors. He is also passionate about investing, technology, and movies. Andrew grew up in the mountains of western Colorado but has also lived in Chicago, Dallas, and London.