Andrew Lendnal
Andrew leads all financial wellness initiatives for the firm, including overseeing the education platform and providing one-on-one financial coaching and delivering group workshops to retirement plan participants. Prior to joining the firm, he was the Executive Director, Head of Financial Wellness Corporate Engagement and Global Strategy for Morgan Stanley. Andrew also served as Senior Vice President, Strategy and Financial Wellness for KeyCorp/KeyBank and Senior Vice President, Financial Wellness and Business Development for Morningstar Inc. He earned his BCA and BSc degrees from Victoria University of Wellington, New Zealand and his MBA in Finance from Massey University, New Zealand. Andrew currently serves on the Paperwork Strategic Advisory Board, TGS Financial System Strategic Advisory Board, Money Mammals Advisory Board, National Financial Educators Council Massachusetts Advisory Board, and is a Board and Committee Member for the National Capital Region Wounded Run. He volunteers with the Victoria University of Wellington Alumni as Mentors Program and Invest It through the SIMFA Foundation.
Andrew is a best-selling, international personal finance author and experienced speaker. As a testament to his success, the New York Times named him one of the five leaders championing the Financial Wellness at Work Movement in the U.S. in 2020.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
