New Canaan, Connecticut, United States
Andrew is a Vice President, Wealth Advisor at NewEdge Wealth in Stamford, CT, where he partners with ultra-high-net-worth families to navigate the complexities of multi-generational wealth. His work spans estate planning, wealth transfer, financial planning, philanthropy, risk management, business succession, next-generation education, and family meeting facilitation — helping clients turn complex financial decisions into clear, actionable strategies. Over nearly five years at NewEdge Wealth, Andrew has built a reputation for combining technical expertise with a genuine, relationship-first approach. He believes the strongest wealth plans are built on a deep understanding of a family's goals and values — not just their financial statements. Before joining NewEdge Wealth, Andrew gained experience through internships at UBS and Point72, giving him exposure to both private wealth management and institutional investing early in his career. Andrew graduated from Skidmore College with a B.S. in Business, where he served as varsity baseball team captain, was a three-time recipient of the Thoroughbred Society award and was named to the Liberty League All-Academic Team in 2020 and 2021. He lives in New Canaan, CT, with his family and spends his free time golfing, skiing, and staying active in the local community. If you're facing a major financial transition — a liquidity event, a generational transfer, or a shift in your family's long-term goals — Andrew welcomes the conversation.
• Created third-party discretionary letters for managed accounts and liaise between firm employees and discretionary managers on collection of letters • Updated employee brokerage account information on the firm's Personal Trading Preclearance System • Reviewed and monitored disclosure requirements for Takeover Panel related filings across numerous global jurisdictions • Updated firm’s whitelisted securities • Researched information on Bloomberg for various securities across the major global stock market exchanges
• Contributed to investment management, financial planning and research efforts of $4 billion AUM Financial Advisor team • Prepared FA for bi-weekly appearances on CNBC by creating an in-depth guide to global markets • Contributed to investment management efforts, including meeting with PMs and comparing third party products in clients' portfolios and conducting due diligence on prospective managers • Created financial plans for clients and prospective clients • Developed an analysis for a prospective clients bond portfolio • Analyzed team revenue across product areas for $18 million T-12 producing FA team • Researched new funds, investment opportunities, prospective clients and global economic events • Summarized client meetings and meetings with third-party asset managers
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