Andy supports our firm’s investment research capabilities by performing in-depth analysis on investment managers including analyzing manager style, strategy, and execution. He evaluates a fund’s ability to generate desired investment returns and suggests managers to be included in client portfolios. He also assists in developing the firm’s economic and financial market outlook. Andy focuses on domestic growth equity managers.
Andy studied at the Unviersitat Pompeu Fabra in Barcelona Spain and earned his B.B.A in Finance and Investment and Banking from the University of Wisconsin-Madison. Andy is a Level I CFA candidate.
Sign up to receive our publications.