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Andrew joined Liquid Strategies in 2019 as a Partner and has over 25 years of investment industry experience with nearly 20 years focused on serving registered investment advisors (RIAs) and family offices. He is a member of the distribution team based in greater Philadelphia.

Prior to joining Liquid Strategies, he was a Director at Invesco serving the RIA and family office community. Previously, he was a vice president within the Financial Institutions Group at DWS Investments/Deutsche Asset Management. He has also been a relationship manager for Charles Schwab Institutional providing custodial, practice management and investment solutions to RIAs. Andrew also has extensive experience in investment banking, where he was a fixed-income investment banker for John G. Kinnard & Co. in Minneapolis and Commerce Capital Markets in Philadelphia.

Andrew holds the Certified Investment Analyst (CIMA) designation and is a graduate of Syracuse University where he received a Bachelor of Science degree in Finance. Andrew holds the Series 24, 7, 66 and 59 FINRA licenses.