Senior Consultant, The Wealth Office®
Andrew provides investment consulting services to nonprofit organizations, municipalities, corporate executives, family trusts and other private investors. He supports clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. He also guides clients through a comprehensive wealth planning process to ensure coordination of investment objectives with their financial planning, estate planning, tax and lending strategies. Andrew joined Fiduciary Investment Advisors LLC in 2014, which combined with DiMeo Schneider in 2020. Prior to joining the firm, he was a Financial Advisor at Morgan Stanley providing financial planning services to high net worth individuals. He holds a BA from Fordham University in New York City. Andrew was selected by the Hartford Business Journal in their 40 Under 40 class for 2018. He is the President of the Fordham Alumni Association of Connecticut and the Hartford Tennis Club. Additionally, he volunteers as a member of the Professional Advisory Committee for the Hartford Foundation for Public Giving. In his free time, Andrew enjoys playing tennis competitively, golf, traveling and volunteering.