As Partner and Portfolio Strategist for Krilogy, Andrew leads the Investment Advisory team, overseeing the firm’s investment research and operational activities. In addition, he is responsible for ensuring Krilogy Wealth Advisors stay well-informed on emerging investment philosophies, global economics and the financial markets.
Andrew assists in the development and direction of the firm’s portfolio strategies as a member of Krilogy’s Investment Committee and, as a member of its Fixed Income Subcommittee, takes part in the design and management of municipal bond and cash management portfolios.
Since receiving his bachelor’s degree from the University of Missouri – St. Louis, Andrew’s unending curiosity surrounding global economics and financial markets has led him to a number of professional accreditations including: Chartered Financial Consultant®, Certified Financial Planner®, and Accredited Investment Fiduciary®. He holds NASD Series 7 and 66 registrations.
The art and the science of portfolio strategy are ever-present passions for Andrew. By marrying key tenets of traditional and behavioral finance, he is able to assist Krilogy wealth advisors in the creation of long-term strategic portfolios for high-net-worth clients. Having been in the personal finance industry since 2003, he is well-versed in equity, fixed income, options trading and portfolio strategies.
Outside of work, Andrew and his wife, Claire, enjoy being continually amazed and entertained by their three sons, which include a set of twins. When time permits, they all enjoy being outdoors and surrounding themselves with friends and family. The five currently reside in Chesterfield.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.