Andrew Feichter, a managing director and wealth advisor at
William Blair, specializes in providing wealth management
strategies and guidance to high-net-worth individuals, business owners,
corporate executives, and their families. He purposefully focuses on
a select few clients so that he can manage their wealth with an
intimate and comprehensive understanding of their needs, goals,
Leveraging William Blair’s global resources, Andrew is well positioned
to provide his clients sophisticated and thoughtful investment advice.
His investment discipline considers the combination of low correlated
asset classes, globally blended, including growth and value styles.
Periodic rebalancing with tax minimization is critical.
In addition, Andrew works with professionals in the firm’s wealth
planning, open-architecture investment, and corporate and executive
services groups, as well as the firm’s strategic partners for insurance.
He then interacts with his clients’ tax and legal advisors to coordinate
his clients’ investment portfolio with the other aspects of their
comprehensive financial plan.
As a result, clients are able to receive strategic advice with the following
wealth management components:
- Comprehensive Financial Planning
- Discretionary Portfolio Management
- Insurance and Risk Management
Andrew joined William Blair after seven years with Morgan Stanley
and legacy Salomon Smith Barney. There, he became the youngest vice
president in the country and received top honor recognition
(Pacesetter Award) the last four years of his tenure from his peers
at Morgan Stanley. Andrew is involved with several charitable
organizations including the Juvenile Diabetes Research Foundation,
Kempe Foundation, and Big Brothers Big Sisters. In addition, Andrew
is also a StreetWise Board member and apart of the OneGoal Gala
Committee. A native of Indiana, Andrew received his M.B.A. at the
University of Notre Dame and B.S. in finance and economics from Ball
State University. He is working toward his CERTIFIED FINANCIAL