Andrew Fairman, CFA, CFP®

Partner

Keystone

Client Advisory

Biography

Andrew is a Partner in the Indianapolis office. As a member of the Wealth Management practice, he is responsible for advising on portfolio management in both public and private markets, comprehensive financial planning as well as tax and estate planning for High-Net-Worth individuals and families.

Prior to joining Cerity Partners, Andrew was Chief Investment Officer and equity partner at SBC Wealth Management in Indianapolis, Indiana. He is a Certified Financial Planner® professional as well as a Chartered Financial Analyst (CFA) charterholder.

Education

  • B.A. in Finance from Ball State University

Highlights

  • Chartered Financial Analyst (CFA)
  • CERTIFIED FINANCIAL PLANNER
  • Member of the CFA Institute
  • Member of the CFA Society of Indianapolis
  • Member of the Financial Planning Association (FPA)
  • Member of the National Association of Personal Financial Advisors (NAPFA)
  • Committee Volunteer at Carmel Education Foundation

Connect with Andrew

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