Andrew joined ZRC Wealth Management in 2020 with more than six years of investment and financial services experience. After serving in the Marine Corps for eight years, he began his career as an analyst for a boutique investment advisor in Maryland. He later moved to California where he worked for a regional broker dealer serving financial advisors. Andrew then became an overlay manager at Envestnet – a leading fintech company that has more than $3.5 trillion on its investment platforms. At Envestnet, Andrew was responsible for trading and rebalancing investment accounts totaling more than $2.5 billion.
Andrew earned a B.S. from the University of Maryland, Global Campus, a B.S. from Salisbury University, and an MBA from the University of Maryland, College Park. He has also passed Levels I and II of the CFA® Program and is currently working towards completing Level III.
Andrew lives in Benicia and has two children. He is an avid runner and enjoys scuba diving. In 2020, Andrew was sworn in as a volunteer diver with the Solano County Sheriff’s Office.
Education and Professional Certifications
- B.S. in Information Systems Management – University of Maryland, Global Campus
- B.S. in Finance – Salisbury University
- MBA – University of Maryland, College Park