As a wealth advisor, Andrew's success relies on delivery of advice that is fully tailored to each client and their goals. Whether you're an emerging business owner seeking expansion, a family office utilizing advanced portfolio management, or an athlete or entertainer in need of efficient cash management, Andrew and his team strive to provide quality service and a seamless client experience. Andrew's comprehensive wealth management approach begins with you; listening to your needs and goals. He then devises a plan that takes into account your holistic profile; your family, business and legacy.
Andrew graduated top of his class from the University of Maryland with a B.S. in Business Information Systems and Logistics. Prior to UBS, Andrew worked at Lehman Brother's bond trading department. His desire for increased autonomy and fulfillment from helping others led him to pursue financial advisory services. Since joining UBS, he's operated as an entrepreneur; building his business from the ground up, one client at a time, until his ascendance to creating a full-service team of his own. Implementing and executing a client-centric business model has led to client referrals and accolades, including admission to UBS's Top 35 Under 35 and the firm's Presidents' Council.
Andrew serves on advisory boards for the University of Maryland Alumni NY Chapter, Made in Brooklyn, and Sunrise Day Camps under the UJA Federation. He is a sponsor of Entrepreneurship Organization and is on the leadership committee of the largest Business Network International chapter in the US. Philanthropically, Andrew is involved with Little Essentials, benefitting Brooklyn's underprivileged families and Beyond the Boroughs, a national scholarship foundation.
Andrew resides in Brooklyn with his wife Noa and their 2 children, Kyla and Jackson.
Registered States:
AR, CA, CO, CT, DC, FL, GA, IA, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA