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Associate
San Francisco
Client Advisory
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.
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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