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Andrew P. Bauer, CFA

Andrew P. Bauer, CFA

Andrew P. Bauer, CFA

Senior Vice President – Financial Intermediaries
Phone215-609-3755 EmailEmail
Andy is responsible for establishing, enhancing and supporting relationships with financial intermediaries, advisors, and North American retail and institutional clients and prospects. Andy is a global fixed income and equity generalist, responsible for articulating to clients and prospects the firm’s investment philosophy, process, positioning and macro outlook. He joined the Firm in December 2011 and has over 15 years of investment and marketing experience. Previously, Andy was a director and principal with Turner Investments responsible for institutional relationship management (2008-2011); vice president and portfolio specialist with Legg Mason Institutional Services (2004-2008); research analyst with PFM Advisors (2003-2004); and a research associate with Duncan-Hurst Capital Management (1999-2003). Andy is a CFA® charterholder, holds FINRA Series 3, 7 and 63 licenses and earned an M.S. in Finance from San Diego State University and a B.S. in Accounting from the University of Maryland at College Park.