Andrew is a portfolio executive and has been helping families achieve their financial goals for over 15 years. Prior to his current role, he was a vice president and financial consultant for Charles Schwab, with a passion for helping clients with financial plans and portfolio implementation.
Andrew graduated from Hamilton College with a B.S. in economics, and he currently resides in Somerville with his wife and two children. He is an avid fisherman and golfer in his spare time.