Andrew is a Vice President, Wealth Advisor at NewEdge Wealth, where he partners with ultra high net worth families to navigate the complexities of multi-generational wealth. His work spans estate planning, wealth transfer, financial planning, philanthropy, risk management, business succession, next-generation education and family meeting facilitation — helping clients turn complex financial decisions into clear, actionable strategies.
Since joining NewEdge Wealth nearly five years ago, Andrew has built a reputation for combining technical expertise with a genuine, relationship-first approach. He believes the strongest wealth plans are built on a deep understanding of a family’s goals and values — not just their financial statements.
Before joining NewEdge Wealth, Andrew gained experience through internships at UBS and Point72, giving him exposure to both private wealth management and institutional investing early in his career.
He graduated from Skidmore College with a B.S. in Business, where he served as varsity baseball team captain, was a three-time recipient of the Thoroughbred Society award and was named to the Liberty League All-Academic Team in 2020 and 2021.
Andrew lives with his family in New Canaan, CT, and spends his free time golfing, skiing, and staying active in the local community.
If you’re facing a major financial transition — a liquidity event, a generational transfer, or a shift in your family’s long-term goals — Andrew welcomes the conversation.