Andrew has over a decade of experience analyzing financial markets and working with clients to achieve their financial goals. He began his career as a portfolio manager and analyst for an institutional investment group in Switzerland owned by the HVB Group from Germany. Andrew managed the Activest Global Convertible Bond Fund as well as assets for pension funds and insurance companies. Since 2004, his focus has been translating the investment analysis used for institutional investment management and providing the same level of service to individual clients. Andrew has experience managing equity and fixed income portfolios in the US and international markets.
He graduated from the University of Tulsa with a Bachelor of Science in Business Administration and is a CFA Charterholder. Andrew lives in the Kansas City Area and is married. He is an active member of the Overland Park South Rotary Club. Andrew is the current President of the University of Tulsa Alumni Association. He is also a member of the Kansas City CFA Society.
In his spare time, Andrew loves all things Kansas City. He roots for the Royals, Sporting KC and the Chiefs. When he is not spending time with his wife or friends, Andrew enjoys reading and discovering the best BBQ restaurant in the country!