Client Advisory

Biography

Andy Wood is a Senior Associate in the Nashville office. He is a member of the wealth management team, responsible for private investments including private equity, venture capital, and real estate. This includes the initial due diligence of managers, ongoing monitoring of managers, as well as many operational items related to private investments. Additionally, he provides support on public market investment research and due diligence efforts.   

Prior to joining Cerity Partners, Andy was an Investment Analyst with Merrill Lynch. In this role, he helped manage the team’s investment process, covering portfolio management, manager due diligence, trading, and reporting.

Education

  • B.A. in Economics, University of Texas – Dallas
  • B.S. Finance, University of Texas – Dallas

Highlights

  • Chartered Financial Analyst®
  • Member of the CFA Institute
  • Member of the CFA Society of Nashville

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