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Biography

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.

Learn more about my practice.

Education

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

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.