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Andrew is a Principal in the New York office and has over 10 years of experience in the financial services industry. He provides comprehensive wealth planning to high net worth individuals and their families. Andrew has worked closely with partners at major law firms, corporate executives, and business owners. He is responsible for advising clients, considering their goals and unique wealth planning needs, on investments, trust and estate planning, financial decision-making, retirement planning, as well as gift and tax issues.
Prior to joining Cerity Partners, Andrew served as a Director at a large national wealth management firm formerly known as KLS Advisors. In this role, he advised law firm partners, executives, and business owners on a wide range of wealth and financial planning needs. He also served as the Secretary of the KLS Investment Committee where he conducted a variety of investment, market, and economic research. Andrew joined KLS as an associate in July 2012 and was there for over 10 years.
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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