Investment Operations Specialist – Discretionary Practice
Andrew supports the firm’s discretionary practice in all areas of account administration and client service. Andrew is also a non-voting member of the firm’s Investment Committee and a member of the firm’s Discretionary Committee. Prior to joining the firm in 2016, Andrew held multiple positions at Regal Investment Advisors. Andrew graduated from Augustana College with a Bachelor of Arts in Economics and a minor Philosophy. In his free time, Andrew enjoys wrestling, biking, fitness and Python programing.