Andrew, a partner 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, and expectations.
Andrew joined William Blair in 2012 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. A native of Indiana, Andrew received his B.S in finance and economics from Ball State University and M.B.A. from the University of Notre Dame.
Professional Recognition and Awards
- Forbes Top Next-Gen Wealth Advisor 2020 1
1 Forbes Top Next Generation Wealth Advisors; Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.