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Andrew Meyer, CFP®, CFA

Managing Director

Irvine, CA

Andrew is a Managing Director at MAI.  He joined the company in 2015 bringing eight years of experience to the firm.  Andrew joins MAI from First American Trust, FSB, an Orange County based investment firm where he served as Vice President, Relationship Manager and Portfolio Manager.  At First American Trust, he managed a portfolio of investment and trust assets for high net worth clients.  Prior to First American Trust, Andrew worked at BNY Mellon Wealth Management where he was responsible for overall wealth management and planning for high net worth clients. Andrew received his BS in Finance from Towson University.  He holds the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ professional designation and is a member of the Orange County CFA Society.  Andrew is an active member of the Orange County community.  Currently, he serves as a mentor in the Orange County CFA Society's Mentorship Program and is on the Board of Directors for the Orange County Child Abuse Prevention Center.  Andrew has also volunteered as a "Big Brother" with Big Brothers Big Sisters of Orange County.