Senior Relationship Manager
BS, Texas Christian University
Andrew is a senior relationship manager who coordinates delivery of products and services to clients in his designated region. His key responsibilities include maintaining close working relationships with existing clients, managing portfolios in accordance with the investment policy statement, providing recommendations for strategic and tactical changes in allocation based on each client's unique needs, and supporting the development of new business opportunities. Andrew started in the industry in 2008. Prior to joining the firm in 2015, he served as a portfolio analyst with Asset Consulting Group where he primarily worked with public and corporate pension plans. He earned a Bachelor of Science degree in economics from Texas Christian University.