Andrew delivers wealth strategy services to ultra-high net worth clients. As Associate, Wealth Strategy, Andrew works with the team to design solutions and strategies to help families navigate the complexities of multi-generational wealth. He also addresses all facets of multi-generational wealth including estate planning, wealth transfer planning, financial planning, philanthropy, risk management, business succession planning, next generation education, and family meeting facilitation.
Prior to joining NewEdge Wealth, Andrew interned with UBS and Point72. He maintains a strong community presence for NewEdge Wealth and enhances existing relationships.
Andrew graduated from Skidmore College with a B.S. in Business and was the varsity baseball team captain. He currently lives in New Canaan, CT, and in his free time, he enjoys spending time with his family, golfing, and skiing.