As a senior investment specialist and head of the Wealth Management Group, Andy oversees the teams’ efforts in maintaining and enhancing our relationships with clients, consultants and distribution partners. Andy is responsible for new business development and diversified financial service firm relationships. In addition, he is responsible for communicating the Firm’s investment strategy and positioning to institutional and high net worth clients and prospects on the East Coast. 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.