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Client Advisory

Biography

Andrew is a Partner in the San Francisco office. 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.

 

Education

  • Bachelor's degree in Finance and minor in Spanish from California Polytechnic University, San Luis Obispo (cum laude)

Highlights

  • Chartered Financial Analyst®
  • Certified Public Accountant
  • Past president of the CFA Society of Portland

Q & A

Q:

How would you describe your best day doing what you do?

My best days are spent working with current and prospective clients, and with my team of talented and compassionate wealth advisors. On the best days, I spend time with my team thinking about ways to help our clients, and then I get to see that in action.

What does the world need now more than anything?

The investing public desperately needs personalized advice. Gone are the days when successful families had one trusted individual, like a personal attorney, who could give them holistic personal and business advice. Within investing, it seems like investment solutions are available everywhere, but what are in short supply are advisors willing to take the time to get to know you on a deeper level.

What kind of clients work best for you?

I enjoy working with clients interested in forming a long-term trusted relationship, which of course, must be earned. Ideal clients have a somewhat complex financial landscape, and they desire holistic advice looking at their entire picture, including not only investments, but also tax planning, estate planning and all other financial aspects.

Why is cross-border financial planning important, especially today?

The world continues to globalize, and tax and wealth management laws and structures are only getting more complicated. Internationally mobile families need a place to turn for quality advice and a trusted personal relationship.

Meet Our  Client Advisory Colleagues

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David Aaron

Partner & Market Leader

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Lloyd Abramowitz

Partner & Practice Leader

Larry Adams, AIF®,

Partner

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Samuel Afari-Aikins, CFP®, CKA

Partner

Maria Aguirre

Associate

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Karim Ahamed, CFA

Partner

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Chris Akamine

Partner

Mark Andersen, JD

Partner

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Helen Anderson

Principal

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Sean Angelis, CFP®

Principal

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Karen Angrisano

Principal

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Lynne Anicete

Associate

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Christopher Arotin, AIF®, CFP®

Principal

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Cheryl Athas

Senior Associate

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Barbara Attardo, AEP®, CFP®

Partner

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Chris Bagileo

Associate

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Ian Bai, CFP®

Principal

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Samuel Bain, Jr.

Partner & Market Leader

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Julie Banda

Senior Associate

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Chelle Barberena

Principal

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Carrie Barlow

Associate

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Tony Basalla

Principal

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John Basford

Partner & Market Leader

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David Beatty, CFP®

Partner & Market Leader

Laurie Belew, CFP®

Partner & Market Leader

Abigail Bell

Associate

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Joshua Berdet, CFP®

Principal

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Jeffrey Blanchard, CFA

Principal

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Andrew Blumenthal, CFP®

Partner

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Debra Boerger, CFP®

Principal

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Doug Bonaquist

Partner

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Hugues Le Bras

Principal

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Amanda Brummel

Principal

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Kevin Buckley, CFP®

Partner

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Erica Bunnell, CFP®

Principal

Christopher Burrows

Partner

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Azaian Cagalingan

Associate

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Erica Cameron, CFP®

Partner

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Matthew Canner

Partner

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Dawn M. Carpenter

Associate

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Vonny Carrington

Partner

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Mark Castell, CPA

Partner

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Ricardo Castro

Senior Associate

Onari Tariah, CFP®

Principal

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Eric Chang, CFA

Principal

Paul Chmielewski

Partner

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Jake Clemens, CFA, CFP®

Principal

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Tom Cohn, CFA

Partner & Deputy Chief Investment Officer

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JD Costello

Associate

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Meghan Cottrell

Associate

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Faith Counio, CFP®

Principal

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Ralph Coutant, CFA, CMT

Principal

Brendan Cunningham

Associate

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William T. Curran, CIMA®

Partner

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Paul D’Elia, CFP®

Partner

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Darlene Dahl, AEP®, CDFA®, CPA, PFS

Partner

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Elizabeth Dawson, CFA, CFP®

Principal

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Brett Dearing

Partner

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Elizabeth Delude, CFA

Principal

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Joel DeMaria, CFP®

Partner

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Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS

Partner

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Joseph DiGregorio

Associate

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Michael Disharoon, CFA

Partner

Cheryl Donaldson

Principal

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Kevin Dorwin

Partner & Market Leader

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Mimi Drake

Partner & Market Leader

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Sarah Dudack

Associate

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Justin DuMouchelle, CFA, CFP®

Partner

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Pierre duPont

Partner

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Jennifer Ellison, CFA

Partner

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Megan Endersby

Senior Associate

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Cecilia Fajardo

Principal

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Jessica Farrell

Partner

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Kimberly Fields

Senior Associate

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Kellye Fields

Associate

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Patrick Fischbach

Principal

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Jessica Foley

Principal

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Kent Forkner

Partner

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Candice Frank

Senior Associate

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Kathy Freed, CFP®

Principal

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Shadrack Frempong

Senior Associate

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Virginia Frisch

Associate

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Doug Garrison, CFP®

Partner

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Stephanie Gervacio

Associate

Garrett Gillett

Senior Associate

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Matt Gnabasik

Partner

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Richard Golinski, CFA

Partner

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Caroline Good

Associate

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John Goott, AIF®, CFP®

Partner

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Daniel Goott, CFP®, CIMA®

Partner

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Judith Gordon

Principal

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Dajion Grant

Senior Associate

Alexis Grason, CFP®

Principal

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Shelia Gray

Principal

Cameron Grimm

Associate

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Alexander Gross, AEP®, CFP®, CPA/PFS

Partner

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Theresa Guinto

Associate

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Hunter Haley, CFP®, CPA

Principal

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Jill Hardesty

Associate

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Rick Harris

Principal

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Lissa Harris

Principal

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Susan Hartley-Moss, CTFA

Partner

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Erica Hartog, CPA

Partner

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Matthew Heath, CFP®

Principal

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Andrew Helfont, CFA

Partner

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Elizabeth Hicks

Senior Associate

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Rachel Highbarger

Senior Associate

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Rebecca Hilchey

Associate

Ann Marie Hindley

Associate

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Caren Holzhauer

Associate

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George Hubbard

Partner

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Connor Hufer

Associate

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John Hyman, CIMA®

Partner

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James Izard II, CFP®

Partner

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Jack H. Scaff III

Partner

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Henry “Sandy” Harris III, CFA

Partner

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Rhonda Inskeep

Associate

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Stephen Janachowski

Partner

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Alex Jimenez

Partner

Linda Jin

Principal

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Kathryn Jodon

Principal

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Blake Johnson, CFP®

Principal

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Anne Johnston, CFP®

Partner

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Nicole Joko

Principal

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André De Jong, FPQP

Associate

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Wickliffe Lyne, Jr.

Principal

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David Jumper, CFA

Partner

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Evan Kaplan, CFA, CFP®

Principal

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Tom Karsten

Partner & Market Leader

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Robert Katz, CFP®

Partner

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Carl Kaufman

Associate

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Mickey Keating, CFP®

Senior Associate

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Kathryn Kennedy, CPA, JD

Partner

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Hannah Kim

Senior Associate

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Kate Kittinger, AEP®

Principal

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Ekaterina Klimentova, CDFA®, CPA

Partner

Jeffrey Knight

Associate

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Jessica Kobaly

Senior Associate

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Allen Kozel, CFP®

Principal

Kati Krause

Principal

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Geoffrey Kuli, CFA

Partner

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Steve Kurosko, CSRIC®

Partner & Market Leader

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Patrick Labriola

Principal

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Jeffrey Lancaster, CFP®

Partner

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Adam B. Landau, CAIA

Partner

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Gerry Larr

Partner

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Greg Larson, CSRIC®

Senior Associate

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James Lebenthal, CFA

Partner & Chief Equity Strategist

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Christine Lee, CFP®

Principal

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Rita Lee, CDFA®, CGMA®, CPA, PFS

Partner

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John Lee, CFP®

Senior Associate

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Cameron Lehrmann, CPA

Principal

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Ryan P. Leitch

Associate

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Edward Liberman

Principal

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Andy Lin

Associate

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Richard Long, CFA

Principal

Christina Lum

Associate

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Anne Lyons

Associate

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Lyle Maasdorp, CFP®

Principal

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Steve Malbasa

Partner

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Julia Malin

Associate

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Jacqualyn Malloy

Senior Associate

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Jessica Marshall

Associate

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Samuel Martin, AIF®, CRPS®

Principal

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Peter Martin, CPA

Partner

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Joseph Matus, CFA

Senior Associate

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Ray McCarthy, CPA

Principal

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Doug McCrea

Partner

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Paul McGloin

Partner

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Timothy McNally, CIMA®, CPA

Principal

Kelly McNerney, CFP®

Principal

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Charles McRae, CEPA®, CFP®

Principal

Sarah Meiser

Senior Associate

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Ruby Mendoza

Associate

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Patricia Mercer

Associate

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Donna Metrou

Principal

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Cooper Miller

Associate

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Eric Minnick

Principal

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Janie Monroe, CFP®

Principal

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Christine Monyak

Associate

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Sean Moore

Partner

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Panzie Morris

Senior Associate

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Jonathan Morris

Principal

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Owen Morrow

Associate

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Constantine Mulligan, CFA

Partner

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Melanie Murphy, CPA

Senior Associate

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Patrick Murray, CFA, CFP®

Partner

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Elizabeth Musarra, CPA, PFS

Partner

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Lindsey Nadel

Partner

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Douglas Nardi, CFA

Partner

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Matt Nardi

Associate

Alan Ness, AIF®,

Partner

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Lesa Newell

Senior Associate

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Steve Nielander, CFA

Partner

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Reed Nothwang, CFP®

Principal

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JoAnne O’Connell

Principal

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Emily O’Connor

Principal

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Resmena O’Meally, CPA

Partner

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Brooklyn Ogburn

Associate

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Stephen Oliver, CFA, CFP®

Partner

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Matt Olver, AEP®, CFP®

Partner

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Sarah Gregg Orum

Principal

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Jeffrey Paladini, CFP®

Partner

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Daniel Parillo

Principal

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Daniel Park, CFP®

Partner

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Ty Parrish, CIMA®

Partner & Practice Leader

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Nicholas Pasichuke

Associate

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Cristina Paul, CFP®

Partner

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Yelena Pelimskaya, CFA

Principal

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Blake Perkins

Senior Associate

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Walker Phillips, CIMA®

Partner

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Bettie Pickett

Associate

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Nina Pilgrim

Senior Associate

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Chris Pleshek, CPA

Senior Associate

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Quinn Portfolio, CFP®

Principal

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Matthew Powell

Senior Associate

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Jacqueline Price

Associate

Hugh Quinn

Associate

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Steven L. Ramirez, CFA, CFP®

Principal

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Gerianne Raymundo

Senior Associate

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Thomas Richardson, CPA

Partner

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Timothy Ringelstein, CFA

Principal

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Jeremy Robbins, CFP®, CPA

Principal

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Rhonda Robinett

Principal

Tristan Romo

Principal

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Melanie Ross, CFP®

Principal

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Spencer Roule

Senior Associate

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Meg Rowley

Partner & Market Leader

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Salvatore Russo

Partner

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Devon Ruttenberg

Partner

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Sherman S. Salangad

Senior Associate

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Jorge Salazar, CFP®

Senior Associate

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Jonathan Salvato, CFP®

Principal

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Minnie Yao Sanford, CFP®

Principal

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Isabel Scharmer, CFA

Partner

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Leonard Schlangel, CPA, JD

Partner

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John Schnur

Associate

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Steve Schoneman, CFA

Partner

Matthew Serkes, CFP®

Principal

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Marshall Serwitz

Partner

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Mary Shahian, CDFA®, CFP®, ChFC®, CKA

Partner

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Deborah Shaug

Principal

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LeAnn Shea

Associate

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Bob Shier, JD

Partner

William Shier

Associate

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Samuel Short

Associate

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Gary Silverman, CFA

Partner

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Marcella Skenderis

Associate

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Dee Slavutin, ChFC®

Partner

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Chase Smith

Principal

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Robert C. Smith

Partner & Market Leader

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Neal Smith

Principal

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Meghan Smith

Principal

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Javier Solis, CFP®

Partner

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Paul Sommerstad, AIF®, QPFC®

Partner

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Michelle Soto, CDFA®, CFP®

Partner

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William Speciale, AEP®, JD

Partner

Judith Spencer

Associate

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Michael Spicer

Associate

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Shelby Stahr, CFP®

Principal

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Ari Stanger, CPA

Principal

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Philip Steele, AIF®

Partner

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Caraline Stenslik

Senior Associate

Kyler Stephens

Associate

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Jennifer Stott

Associate

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Robert J. Sullivan, CFP®

Partner

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Alketa Sundquist

Senior Associate

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Colleen Supran, CFA

Partner

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Howard Sussman, CFP®, JD

Principal

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Bonnie Suveerachaimontian, ChFC®

Principal

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Pam Swenson

Senior Associate

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Michael Syer, CFP®

Principal

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Claudia Sykora, CPA

Principal

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Ayisha Tahir

Principal

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Emily Taken-Vertz, CFP®

Principal

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Jacob Talley

Senior Associate

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Matthew Taylor

Partner

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Jonathan Taylor, CFA

Partner

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Natalia Tchetchoulina

Partner

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Andres Terronez

Senior Associate

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Christian Thwaites

Partner

Dan Timotic, CFA

Partner

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Patrick Tobin, CFP®

Principal

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Jonatán Toledo

Associate

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Scott Toomasson, FPQP

Principal

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Justin Topping, CFA

Partner

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Brian Tu

Principal

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Brandon Tutak

Senior Associate

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Tinetta Tutt

Associate

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Amanda Ulczynski

Senior Associate

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Myles VanderWeele, CFP®

Partner

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Christine Vandrey

Senior Associate

Juan Vasquez

Associate

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Tania Vasquez

Principal

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Cynthia Venturelli, FPQP

Principal

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Daniel Vignola

Associate

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Steve Walker

Partner

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Thayer Walker

Principal

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Angella Wallace

Associate

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Eric Warbrick, CPA

Principal

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Jennifer Watson, CPA

Principal

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Aaron Waxman, CFP®, CPA

Partner

Gail Weiss

Senior Associate

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Larry Weissman, CFA

Partner

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Craig Wells

Partner

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EmJay Williams

Associate

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Katherine Willis, CFA

Partner

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Marissa Wilson

Associate

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Matt Wojtowicz, CPA

Principal

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Tracey Wood-Sanford, CPA

Partner

Jon Yankee, CFP®

Partner & Market Leader

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Peter Yoon, CFA

Principal

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Brendan Yospa

Associate

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Dustan Zavatsky

Senior Associate

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Jeff Zych

Partner

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