Industry Experience: 16 years
Education: BS, Texas Christian University
Andrew is a senior relationship manager who coordinates delivery of products and services to clients in his designated region. He is responsible for the coordination and delivery of investment solutions for institutional clients including public entities, corporations, defined benefit plans, charitable organizations, endowments and foundations. Key responsibilities include maintaining relationships with existing clients by serving as the single point of contact for all matters related to their portfolios in accordance with client investment objectives as well as supporting the development of new business relationships. 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. Andrew graduated with a Bachelor of Science in economics from Texas Christian University.