As an advisor, Andrew works closely with clients to design, deliver, and monitor goal-based financial plans tailored to each family’s unique retirement, estate, and investment planning needs.
Prior to joining the team, he gained valuable experience in his five years at EisnerAmper.
In addition to the CERTIFIED FINANCIAL PLANNER™️ and the Certified Investment Management Analyst® designations, Andrew also holds a bachelor’s degree in Economics from New York University, where he was also a member of the men’s Fencing team. In his spare time, he enjoys snowboarding, surfing, and giving back to local New York City communities.
Previous Experience
- Assistant Vice President – Wealth Strategist at Lenox Wealth Advisors
- Wealth Associate at Lenox Wealth Advisors
- Wealth Advisors Associate at EisnerAmper
Education & Credentials
- BA, New York University, Economics, minor in Business
- CERTIFIED FINANCIAL PLANNER™️
- Certified Investment Management Analyst®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
