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.
Andy earned his Bachelor of Science in Business Administration and Management from San Francisco State University. He has completed the Certificate Program in Personal Financial Planning from UC Berkeley Extension. Andy is also a Series 65 license holder.
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