Andrew is a Senior Research Manager at the firm and is responsible for research coverage of global equity markets. His areas of responsibility include portfolio construction and manager selection for publicly traded equities, as well as contributing to our overall market outlook. Additionally, Andrew leads the firm’s coverage of digital assets, options strategies, and tax aware investments.
Andrew joined in 2016 from Brown Brothers Harriman where he worked in Fund Accounting Services. He held prior accounting roles at PwC (Risk Assurance) and Robert Half.
Andrew graduated with a B.A. in Economics from Colorado College. 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 Natick, MA with his wife and two young sons. He enjoys learning and reading, particularly history, biography, and historical fiction. He is also passionate about the outdoors, investing, technology, and movies. Andrew grew up in the mountains of western Colorado but has also lived in Chicago, Dallas, and London.