Andrew is a Senior Investment Analyst at Manning & Napier and a member of the Wealth Management Investment Office. This team is responsible for designing the investment solution set, setting strategic asset allocation guidelines for clients, and works closely with the firm’s Financial Consultants to identify and implement solutions to meet client investment objectives. He also closely collaborates with the firm’s Specialized Wealth Services Team to work more directly with individuals and pension clients.
Andrew has been with the firm since 2011. He earned a Bachelor of Arts in Math and Education from the State University of New York at Geneseo. He is an Associate of the Society of Actuaries and is a CFA® charterholder.