Client Advisory


Andrew is a Principal in the Cleveland office. He provides investment management and financial planning advice to families and business owners. He specializes in complex investments, particularly private placements and direct real estate investments.

Prior to joining Cerity Partners, Andrew was a partner at Clearstead Advisors in Cleveland responsible for the day-to-day management and allocation of over $1bn in client AUM. Prior to his five years at Clearstead, Andrew spent about three years as an Investment Advisor for PNC Wealth Management in their Naples, FL and Cleveland, OH offices.

In his spare time, Andrew enjoys being outdoors, home improvement/carpentry projects and spending time with family and friends.


  • B.S. in Business Administration from The Ohio State University


  • Chartered Financial Analyst

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