Andrew is a Senior Wealth Advisor at MAI based out of the Irvine, California office. He joined the company in 2015 and specializes in investment management, financial planning, tax strategies, and estate planning solutions to help clients achieve their financial goals.
Prior to MAI, Andrew worked at First American Trust, 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 earned his BS in Finance from Towson University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, holds the Chartered Financial Analyst® designation and is a member of the Orange County CFA Society.
In 2021, Andrew was named by Forbes as one of America’s Top Next-Gen Wealth Advisors, which recognizes the top advisors under 40 in the U.S.
He is an active member of the Orange County community, serving as a board member for University of California Irvine’s Center for Investment and Wealth Management. He has also served as a mentor in the Orange County CFA Society, a board member of the Orange County Child Abuse Prevention Center, and a Big Brother for Big Brothers Big Sisters of Orange County.
In the case above, MAI responded to a survey from the sponsoring organization. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to Forbes to be included in their rankings or awards. Forbes Top Next-Gen Wealth Advisors: The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
