Andy is a Certified Financial Planner™ professional who excels at developing and explaining concepts, strategies, and tools that improve the client’s experience and keep them fully engaged in the management of their financial resources and estate plans.

As a member of the New York State Bar since 1986, Andy uses his legal training to educate clients on how the titling of assets, the use of trusts, and their estate plans interact and affect their financial plans. He is also a member of the New York State Bar Association’s Trusts & Estates and Elder Law & Special Needs sections.

Prior to joining the firm, Andy spent 22 years at U.S. Trust developing a reputation for superior client service, first in Technology, managing several IT departments, then as a Trust Officer and Client Relationship Manager in their Wealth Management group. In this role he refined his financial and estate planning skills while building and growing authentic and sustainable relationships across multiple generations within high net worth families.

After leaving U.S. Trust, Andy partnered with investment advisors at Morgan Stanley, the RDM Financial Group, and Cantor Fitzgerald Wealth Partners, providing high net worth individuals and their families with sophisticated yet understandable financial plans.

Previous Experience

  • Wealth Advisor at Cantor Fitzgerald Wealth Partners
  • Financial Planner at RDM Financial Group
  • Financial Advisor and Planner at Morgan Stanley
  • Trust Officer and Client Relationship Manager at U.S. Trust

Education & Credentials

  • JD, Brooklyn Law School
  • MBA and BS, New York University – Stern School of Business
  • Certified Financial Planner
  • Series 7 and 66 licenses
  • NYS Life and Health Insurance licenses

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.