Exceptional client service is woven into Andrew’s DNA, and he feels the independent wealth management model strongly aligns with this principle. “The framework at Great Diamond Partners allows for a more personalized and intimate client experience that you won’t find at other institutions,” says Andrew.
- As an associate advisor, Andrew collaborates with team members on comprehensive advanced financial plans aligned with individual client goals. Additionally, he is the lead for the firm’s portfolio reporting software and assists with investment management and trading.
- Andrew’s knowledge in political science and global economic history affords him a unique perspective in client discussions and plan formation. Additionally, his interest in sustainable and impact investing allows him the opportunity to engage with clients over shared values.
- He accompanied the founding team in launching Great Diamond Partners in 2019 and recently moved from an administrative role into an advisor role after earning his CFP® designation.
Andrew grew up in Pennsylvania’s southeastern and central farming communities. He began his wealth management career with UBS Financial Services at offices near and in Philadelphia.
- Realizing the urban life wasn’t for him, Andrew had the opportunity to relocate to the UBS office in Portland. “Maine felt more like home and matched the beauty of my childhood landscapes,” he says.
- Prior to his career in wealth management, Andrew developed valuable leadership and client service skills in retail management roles with Brooks Brothers.
Andrew strengthens his community and local economy by making a concerted effort to spend his dollars where he lives and works.
- A strong advocate for supporting local farmers, he buys almost exclusively from food producers in New England, especially those in Gray and New Gloucester, near to where he lives.
- Andrew has also supported the Maine Historical Society and Maine Preservation, promoting the history of and strengthening the cultural and economic vitality of Maine communities.
