As a portfolio manager, Andrew helps oversee Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios. He also assists with asset allocation, security selection, and ongoing portfolio monitoring.

In addition to holding FINRA Series 7 and 66 securities registrations, Andrew holds the Chartered Financial Analyst (CFA®), Chartered Market Technician (CMT), Chartered Alternative Investment Analyst (CAIA), Energy Risk Professional (ERP), and Financial Risk Manager (FRM) designations. He is also a member of the Boston Security Analysts Society. Andrew holds dual degrees in economics and history from Emory University and has prior experience in positions at LPL Financial and Bank of America.