In addition to advising our clients, Andrew focuses on portfolio reporting and operations. He has been an active investor for more than a decade.
Andrew served as Vice President of Investments at JPMorgan Chase & Co and also worked on the institutional trading desk at Wedbush Securities prior to joining Cruden Bay Investment Management.
Experience & Know How
Andrew received his MBA in Finance & Entrepreneurship from the University of Pepperdine and his B.S. in Finance from the University of Colorado.
Away From the Office
An avid world traveler, Andrew has visited over 150 cities around the world. Besides his passion for travel, Andrew is also passionate about helping local beaches through the Surfrider Foundation.