Andrew serves as a trusted advisor to wealthy families and institutions (non-profits and endowments) by understanding their investment goals and designing conflict-free investment programs to meet their objectives.
He serves as his clients' quarterback by bringing together portfolio managers, accountants, and estate planners to execute a tailored, holistic investment solution.
After a decorated career negotiating contracts around the world as an Air Force officer, Andrew transitioned to advising wealthy families on their investment needs. He takes pride and finds fulfillment in getting to know his clients deeply and partnering with them to ensure their investment portfolios help them achieve their goals and execute their missions.
Finally, Andrew is a board member and chairs the investment committee for Energy Outreach Colorado, a 30-year-old, Denver-based non-profit organization whose mission is to help at-risk Coloradans afford their energy needs.
Invited by: Cameron Schaefer
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Day | Followers | Gain | % Gain |
---|---|---|---|
September 08, 2023 | 51 | 0 | 0.0% |
October 15, 2022 | 51 | +1 | +2.0% |
August 18, 2022 | 50 | +1 | +2.1% |
June 05, 2022 | 49 | -1 | -2.0% |
March 21, 2022 | 50 | +1 | +2.1% |
January 23, 2022 | 49 | +1 | +2.1% |
November 08, 2021 | 48 | +1 | +2.2% |
August 13, 2021 | 47 | +3 | +6.9% |