As an investment director in Investment Product and Fund Strategies, Andrew works closely with fixed income investors to help ensure the integrity of their investment approaches. This includes meeting regularly with investment teams and overseeing portfolio positioning, performance, and risk exposures, as well as developing new products and client solutions and managing business issues such as capacity, fees, and guidelines. He also meets with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance.
Prior to joining Investment Products & Fund Strategies, Andrew worked with clients in Wellington’s Americas Pensions Group. Before joining Wellington Management in 2011, he worked as an investment specialist at Wells Fargo Private Bank (2007 – 2011).
Andrew earned his BS in finance from Providence College (2007). He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and is a member of the CFA Institute and the CFA Society Boston.
