Client Advisory

Biography

Andrew is a Partner in the New York office with more than fifteen years of experience managing client relationships and providing comprehensive wealth management to high-net-worth individuals and families.

Prior to joining Cerity Partners, Andrew was a Partner and Co-Head of the Wealth Advisory Group at EMM Wealth. He was also a member of the firm’s investment and financial planning committees. In this role, Andrew designed and implemented personalized investment and financial planning solutions tailored to the objectives and needs of each of his clients. Earlier in his career, he was an analyst with Neuberger Berman LLC.

Education

  • B.S. in in Finance and Accounting from Ithaca College
  • MBA from New York University Stern School of Business

Highlights

  • CERTIFIED FINANCIAL PLANNER
  • Member of the Estate Planning Council of New York City

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