Meet Andrew Roberts, CFA

(800) 345-6789

About Andrew

With 15 years in the financial industry, Andrew began as an investment analyst and became a portfolio manager, overseeing a $400 million portfolio at Goldman Sachs.

Andrew has experience in investment advisory, risk management, and strategic financial planning, enhancing his skills to provide exceptional client value.

He holds an M.B.A. from Northwestern’s Kellogg School and a B.S. in Finance from the University of Virginia. Andrew also has the CFA designation, demonstrating his commitment to integrity.

Andrew offers personalized financial solutions tailored to each client’s goals, fostering lasting relationships built on trust.

Partnering with Andrew ensures precise, prudent navigation of the financial landscape to safeguard and grow your wealth.

Connect with Andrew on LinkedIn

  • Specializations

  • Investment advisory
  • Risk management
  • Strategic financial planning
  • Portfolio management
  • Personalized financial solutions
  • Holistic financial planning
  • Retirement planning
  • Tax planning
  • Qualifications
  • 15 years of experience in the financial industry
  • Portfolio manager overseeing a $400 million portfolio at Goldman Sachs
  • M.B.A. from Northwestern’s Kellogg School of Management
  • B.S. in Finance from the University of Virginia’s McIntire School of Commerce
  • Chartered Financial Analyst (CFA) designation

Adviser Q&A

FUN FACT!

Andrew once completed a marathon dressed as a superhero to raise money for charity. He has a passion for gourmet cooking and often hosts elaborate dinner parties for friends and family. Andrew is also an avid traveler and has visited over 30 countries, always seeking new adventures and experiences.