Senior Vice President – Portfolio Management
At Ferris Capital, Andrew is responsible for investment research, manager evaluation, & client relationship management. Previously, Andrew was a Senior Associate with the Ferris Group at Merrill Lynch from 2003 to 2012. Prior to that, he served as a Financial Consultant at Merrill Lynch from 2001 to 2003. Earlier in his career, Andrew worked as a Financial Advisor at American Express and as a Tax Analyst for Putnam Investments.
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Andrew earned a BA in Political Science from Emory University. He has also completed Level I of the CFA program and is currently a Level II candidate.
Andrew enjoys fishing, skiing, and spending time with his family. He lives in Wellesley with his wife and daughter.
How Andrew Can Help:
Research & Analytics
Cash Flow Analysis
Trust & Estate Planning
Wealth Transfer & Legacy Planning