When you are not at the office, you can often be found doing what? On a softball field, at a DC sporting event, or at the pool with my wife and kids.
Where is your happy place? The Outer Banks in North Carolina. We do a family beach trip at Nags Head every summer.
What is something others may be surprised to learn about you? Ten Sundays a year I am on the sidelines of an NFL game. I am an Injury Video Review Technician for the National Football League.
My friends/kids always make fun of me for my singing. I am horrible. Except my daughter who actually enjoys it. She is too young to recognize how bad I am.
Name one thing you couldn’t live without. Cows! I love cheese and drink a gallon of milk a week.
Andrew joined the Acorn team in July 2018 as Chief Investment Officer and Financial Planner.
Previously, Andrew worked as a Financial Advisor at WS Wealth Management where he also sat on the firm’s investment committee. Prior to becoming a Financial Advisor in 2013, Andrew began his career in investment management as an ETF Trader on the floors of the Stock Exchanges in New York City, first on the American Stock Exchange and later he managed a specialist post on the New York Stock Exchange. Following business school Andrew worked as a Trader at a global quantitative hedge fund.
Andrew holds a Master of Business Administration from The Darden Graduate School of Business (University of Virginia) and a Bachelor of Business Administration with a concentration in Finance from the College of William and Mary. He is also a Certified Financial Planner, CFP®.
Andrew currently serves as President of a local non-profit that provides life essential services to reduce hunger and the risk of homelessness to residents of Fairfax County. He also serves on the board of the largest adult softball league in the country.
Outside of work you can find Andrew on a softball field, at Nationals Park and Capital One Area cheering on the Nationals and Capitals or spending time with his family. Andrew lives in Gainesville, Virginia with his wife Lori and two kids, Elizabeth and Christopher.
TD Ameritrade »
Login to view your Acorn Client accounts held at TD Ameritrade.
Acorn Client Login »
Login to view your Acorn Client account and add or update your e-delivery preferences.
Loring Ward »
View your custom portfolio allocation, and sign up for e-delivery of your quarterly summaries.
Schwab Alliance »
Login to view your Schwab account and add or update your e-delivery preferences.
Login to view your Pershing account and add or update your e-delivery preferences.