Client Advisory

Biography

Andrew Robinson is a Client Service Associate in the Park Avenue Office. As a member of the Enterprise Group 4 team, Andrew plays a key role in supporting clients through comprehensive financial planning and alternative investment strategies. He specializes in client onboarding, managing documentation for alternative investments, and coordinating with custodians to ensure seamless account administration.

Andrew is known for his attention to detail and commitment to delivering a high-quality client experience. His work helps bridge the gap between strategic investment solutions and operational execution, making him a valuable resource for both clients and internal teams

Education

  • Graduated from Indiana University’s Kelley School of Business with a degree in Finance and a co-major in Business Analytics

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