Andrew, a CFA charterholder, constructs customized portfolios designed to help clients achieve their long-term financial goals. He attends each client’s financial planning meeting to ensure investment decisions remain aligned with their evolving goals and overall financial plan. Andrew also works closely with family members, accountants, attorneys, and other trusted advisors to ensure every aspect of a client’s financial life is aligned and coordinated.
Prior to joining FLP, Andrew served as the Chief Investment Officer at Seascape Capital Management, LLC where he was responsible for the firm’s full scope of investment services. He designed and implemented the firm’s investment process, strategy, and research. He also developed asset allocation models to manage portfolio risk.
Andrew’s introduction to the art of investing began at a young age, while watching CNBC with his father, also an investor and CFA charterholder. Andrew recalls this early education helping him to build the mental muscle necessary to understand the axiom “In investing, what is comfortable is rarely profitable.” (investor, Robert Arnott).
After spending a year as an Operations Analyst at Goldman Sachs, Andrew joined Citi Private Bank in 2009 as an Investment Associate. He spent five years at Citi working with ultra-high-net worth clients, researching investment ideas, and building customized client portfolios. Andrew joined Seascape Capital in 2015.