Andrew is a Partner and Market Leader for the San Francisco Bay Area. He serves as a senior client advisor, assisting successful families on a variety of financial planning and wealth management issues. He focuses on optimizing wealth through efficient investing, risk management and tax strategy. With his broad base of finance and investing experience, Andrew enjoys helping his clients find creative solutions to complex financial problems.
Andrew is widely regarded as a leading advisor to international and cross-border families, who often face more complex wealth management and tax issues resulting from their multinational lives, particularly when an individual is a citizen or tax resident of the United States. He frequently writes and speaks to the unique financial complexities faced by international families. He is also the author of The Cross-Border Family Wealth Guide, a personal financial planning book for internationally oriented families.
Prior to joining Cerity Partners, Andrew served for 15 years as President and Chief Investment Officer of Worldview Wealth Advisors. He previously worked in international equity research following the global banking and telecommunications sectors at Montgomery Asset Management, HSBC Securities, and Donaldson, Lufkin & Jenrette (now Credit Suisse). He began his career with PriceWaterhouseCoopers in Los Angeles.
Andrew graduated Cum Laude from California Polytechnic University, San Luis Obispo, with a degree in Finance and a minor in Spanish. He holds both the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. Andrew is a past president of the CFA Society of Portland.
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