At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Andrew is a Managing Director and Portfolio Manager with Bank of America Private Bank in New York City, New York. For over 15 years, he has been responsible for discretionary investment management of ultra-high net worth client assets. His management strategy includes creating broadly diversified client portfolios by combining traditional equity and fixed-income instruments with alternative investment solutions and capital market instruments across a broad spectrum of asset classes.
Andrew began his career at Bank of America Private Bank (formerly U.S. Trust) in 2003 as a member of the Capital Markets Advisory Group where he designed and executed the launch of non-traditional capital markets investment solutions. In 2006, Andrew became head of Bank of America Private Bank's Structured Note Solutions, Capital Markets Advisory Group where he continued to develop and advise on solutions for proprietary and open architecture platforms. While in this role, he focused on non-traditional investment strategies including equity and fixed income derivatives, foreign exchange, and structured solutions.
Andrew holds a Bachelor of Science degree in operations research and industrial engineering from Cornell University.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.