Andy anchors NewBridge Wealth Management in its mission to provide families, C-level executives, and high net worth individuals long-term financial peace of mind. With more than 20 years of experience in financial services, Andy is uniquely qualified to lead NewBridge’s elite team and to provide counsel and advice aimed at helping clients achieve their financial goals. 

Prior to founding NewBridge, Andy was a Senior Wealth Advisor at Merrill Lynch, where he developed customized financial and investment strategies for his clients. Since then he has excelled in partnering with his clients’ legal and accounting advisors to provide comprehensive solutions to their complex wealth management, tax, and estate planning needs.  

Andy started his accomplished career on the institutional side of the financial industry. As a Vice President of Institutional Equity Sales with Vector Securities International, a Chicago-based investment bank, he advised portfolio managers and research analysts at the top money management institutions. He was later recruited to join Itros Capital Management, a long-short equity hedge fund. As a research analyst he was responsible for providing fundamental research, stock selection, and risk management strategies for the portfolio. While at Itros, he also served as head of Investor Relations. 

A lifelong learner, Andy earned a BA degree from the University of Wisconsin-Madison and has completed programs at The University of Chicago Booth School of Business. In addition, he has recently received accreditation as a Certified Private Wealth Advisor® (CPWA®) and is currently pursuing his Certified Investment Management Analyst® (CIMA®) designation.  He is also an active member of IMCA®, the leading continuing education institution for the financial industry.  He remains a lover of all things Wisconsin, but he and his wife, Meg, live in Denver, where they enjoy exploring everything the Front Range has to offer.

• Summit Club, Merrill Lynch
• Executive Club, Merrill Lynch
• Recognition of achievement as one of the Top 50 Advisors as measured by the Merrill Lynch Elite Attributes Program

• Bachelors of Business Administration, Universtiy of Wisconsin
• Certified Private Wealth Advisor® (CPWA®) Accreditation

• Series 7, General Securities Representative
• Series 31, Managed Futures Representative
• Series 63, Uniform Securities State Agent
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Health & Life Insurance

• Board President of the Colorado Scholarship Coalition

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