Andrew provides day to day day-to-day operations assistance and works with our compliance officer and portfolio managers to provide exceptional service to all clients.
Prior to joining LBA, Andrew worked as an operations specialist at Baystate Wealth Management, a registered investment advisor in Boston, and as a registered client associate at Merrill Lynch working for a team of advisors. In both roles he worked closely with clients on all operational tasks including but not limited to, opening new accounts, generating performance reports, processing money movements and placing trades.
He graduated in 2014 with a Bachelor of Arts in Business from Saint Anselm College where he also was a member of the baseball team. He currently resides in Gloucester, MA and enjoys spending his free time reading, fishing and walking his chocolate lab Bradley.