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Biography

Andy is an Associate based in the San Francisco office. Andy provides support in all client-related activities and account administration to ensure a successful client experience. He assists with asset transfers, prepares investment portfolio reviews, and interfaces with custodians for ongoing account maintenance for clients.

Before joining Cerity Partners, Andy worked as a Client Associate at B|O|S where he managed operational transactions and activities for private and institutional clients. Prior to joining B|O|S, he worked as an Operations and Technology Associate at Rand & Associates.

Education

  • B.S. in Business Administration and Management from San Francisco State University

Highlights

  • Completed the Certificate Program in Personal Financial Planning from UC Berkeley Extension
  • Series 65 license holder.

Q & A

Q:

What do you do in your personal life that helps you help your clients?

I often put myself in my clients’ shoes and think about different ways to better understand, anticipate, and service their needs.

Why is client service important, especially today?

Client service is important because it is the processes and interactions that maintain the relationship with our clients.

What should your clients know the most about you?

They should know that I am kind, thoughtful, and detail-oriented.

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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.