Andy is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Prior to joining Merrill, Andy was a Senior Investment Specialist in the Los Angeles office of J.P. Morgan Private Bank for 7 years overseeing private client assets across a broad array of investments. Andy also spent 6 years in the London office of J.P. Morgan Private Bank where he was the lead Investment Specialist for the Emerging Europe group covering ultra-wealthy clients in Turkey, Israel and Russia. He started his career in Private Banking with J.P. Morgan Private Bank in Geneva, Switzerland.
Originally from the U.K. Andy completed his studies in the U.K, Switzerland and the U.S. He holds a B.A. in Economics and Psychology from the University of Colorado, Boulder. He also holds a Securities Institute Level 3 Certificate in Investments and the Series 65, 17, 53, and 63 FINRA registrations.
Married with two children, Andy enjoys playing tennis, golf and cycling. He is a member of Velo Club La Grange and Rapha Cycling Club.
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