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Senior Principal
Wall Street
Client Advisory
Andrea is a Senior Principal in the New York office, where he focuses on overall asset allocation, macro research, and providing customized investment portfolios and advice to clients. He leads the office’s efforts in evaluating and selecting private investment opportunities. Andrea’s responsibilities also include managing the firm’s liquid portfolios and private investment platform as well as providing tailored asset allocation advice to families.
Prior to joining Cerity Partners, Andrea served as the Chief Investment Officer at AJ Wealth. He began his career in 2007 as a member of the CIO Office at Merrill Lynch, managing multi asset class investment portfolios on behalf of families, endowments, and foundations. In 2018, Andrea joined Kore Private Wealth where he was the Director of Research and Senior Portfolio Manager.
Partner & Market Leader
Partner
Partner & Practice Leader
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