Experience and Education
Andrew develops and delivers wealth planning and investment management solutions for high-net-worth and institutional clients. He has more than 20 years of experience in the financial services sector.
Andrew joined Mariner Wealth Advisors from Halbert Hargrove where he served as regional director. In this position, he worked with wealthy individuals and their families to address all facets of their financial lives. Prior to joining Halbert Hargrove, he was a senior vice president at Bessemer Trust where he provided customized investment strategies and complex, multigenerational estate and tax planning services for ultra high-net-worth families.
Andrew holds a bachelor’s degree in German from Georgetown University and an MBA from the University of Chicago Booth School of Business.
Andrew enjoys taking advantage of the Southern California active lifestyle with his wife and three children. In his spare time, he and his family can be found biking, hiking, surfing or playing beach tennis. He actively supports Reading Partners and shares the organization’s belief that teaching the enjoyment of learning early on equates to positive social outcomes.