Senior Investment Strategist
Andy earned his Bachelor of Science in Business Administration from Xavier University with a double major in Finance and Accounting. Starting his career at a boutique investment firm, Andy gained experience in securities trading and market analysis. He then pursued a role at a local RIA where he was responsible for portfolio management and investment analysis before joining Wealthquest in 2019. Andy completed the rigorous Chartered Financial Analyst® (CFA) Program to earn the CFA charter, the most respected and recognized investment designation in the world in 2015.
Andy enjoys swimming, playing soccer, and is an avid backpacker.