Andrew White, CIMA^®, CFP^TM

Andrew White, CIMA, CFP, Senior Vice President, joined the firm in 2010. As an Investment Strategist in the Investment Strategy Group (ISG) he focuses on advising Institutional and High Net Worth clients on asset allocation and portfolio implementation decisions. Previously, Andrew worked as a Senior Client Associate working directly with Wealth Managers to provide comprehensive support in servicing, maintaining and growing their high net worth book of business. Prior to joining the firm, he was a client service representative at Alliance Bernstein. Andrew received his MBA in Finance and Taxation from Fordham University and a BBA in Marketing from Loyola College. He was awarded the Certified Investment Management Analyst ® and CERTIFIED FINANCIAL PLANNER TM designations and is a member of the Investment Management Consultants Association.