Client Advisory

Biography

Andrew is a Partner in the New York office, where he serves as Co-Head of the Cerity Partners Family Office. In this role, he leverages his expertise in complex estate and tax planning to advise ultra-high-net-worth clients with complicated balance sheets, such as partners of hedge funds and private equity and venture capital firms. Andrew is dedicated to providing exceptional client service and advice that successfully guides clients through both financial and nonfinancial decisions, paying great attention to clients’ needs and building trusted relationships with clients and their friends, family, and associates. His deep involvement in various areas of a client’s life puts him in a position to oversee daily legal and financial transactions, spotting issues and protecting clients’ best interests. Additionally, Andrew leverages his extensive network of relationships to develop business opportunities and guide the growth of the firm overall.

Prior to joining Cerity Partners, Andrew served as a Managing Partner at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services to ultra-high-net-worth families. Before co-founding AJ Wealth in 2012, Andrew spent more than eight years as a Vice President in the Goldman Sachs Family Office, where he provided full-service financial counseling to more than 40 of the firm’s partners. His earlier work history includes time spent providing sophisticated financial planning services to high-level executives and high-net-worth individuals.

Education

  • B.B.A. in Business Management from James Madison University
  • MBA from Baruch College

Highlights

  • Holds a FINRA Series 66 securities license
  • Licensed to sell life insurance

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By clicking “Submit”, 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.