Andy.png
CFA Charter Holder
Work Experience
  • Exchange Capital Management

    Senior Portfolio Manager

    Ann Arbor, MI

  • Nantucket Multi Managers

    Managing Director

    Bloomfield, MI
  • John Hancock Investments

    Strategic Planning Analyst

    Boston, MA
Education
  • Boston College

    MS, Finance

    2009

  • Case Western Reserve University

    BSE, Systems Engineering

    Minor, Economics

    2004
CFP Certification
  • Chartered Financial Analyst

    (CFA) charterholder

    2015
  • Chartered Alternative Investment Analyst

    (CAIA) charterholder

    2015

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