Client Advisor, Retirement Plans & Individuals and Families
P | 585.586.0970
E | firstname.lastname@example.org
Join Date: June 2012
Andrew works primarily with institutional clients, including corporate and not-for-profit 401(k), 403(b), and pension plans, to provide fiduciary service and guidance on plan structure and investment offerings. His work helps clients reduce exposure to the potential risks inherent to providing retirement plans, as well as optimize the investment experience. In addition, Andrew works with High Net Worth individuals and families to help them chart and meet their financial objectives.
Prior to joining Alesco, Andrew played professional golf on various mini-tours, including earning a Canadian Tour card.
Credentials & Education
- BA Economics, University of Maryland
- AIF - Accredited Investment Fiduciary
Andrew serves on the Finance Council for St. Louis Church in Pittsford, is on the Board of Trustees for the Rochester Presbyterian Home, and is a member of the Golf Committee for Bivona Child Advocacy. Andrew also volunteers as a Little League baseball coach for his sons’ teams and is on the leadership committee for their cub scout pack.
Andrew lives in Pittsford with his wife, Emily, and 3 sons, Charlie, Jamie, and Pip. He enjoys playing golf, but can more often be found working on home projects and chasing his kids around.