Director – Portfolio Management
Andrew cut his teeth in the financial industry by working on the New York Stock Exchange, starting in 2003. Andrew brought that experience to a career in asset management, helping both institutional and retail clients attain their financial goals. Andrew joined IDA in 2018, applying extensive background in trading, analysis and portfolio management to give depth and insight to his work.
Previous experience: LPL Financial · Morgan Stanley · First Q Capital
Education: B.S., Political Science, University of New Hampshire
Andrew makes his home in lovely Carlsbad, with his wife and two children. He loves the feel of skis on powder and has great fun biking with his kids. Andrew is passionate about pet adoption.
“I listen to all voices, and seek common ground on the direction of investing.”