Andrew is a relationship-focused advisor who believes in the importance of bringing a human connection to finances, which he learned first-hand from personal experience. Committed to building meaningful relationships with clients, he is driven by the opportunity to help people and make an impact on their futures. He takes a hands-on approach to offering sound advice and guidance on all aspects of his clients’ financial lives — and often beyond — and takes pride in the confidence his clients place in him as their go-to resource for input on important decisions they need to make.
Andrew works with individuals, families, business owners and entrepreneurs, specializing in the real estate industry and balancing liquid and illiquid wealth. He got his start with JP Morgan in 2006 and worked for Goldman Sachs and Barclays before coming to Wells Fargo Advisors in 2015. He joined The BRW Group in 2020, where he embraced the team’s core values of transparency, responsiveness and exceptional client service. Named a Forbes Top Next-Gen Wealth Advisor in 2019, Andrew is known as a thoughtful, collaborative advisor and tenacious problem-solver.
A Long Island native, Andrew lives in Rosyln with his wife, Shari, and their two young children. He is actively involved with the UJA REX Steering Committee, the Children’s Circle at Northwell Health Cohen Children’s Medical Center and the Real Estate Services Alliance. He also serves on the Whitman School of Management Advisory Council at his alma mater, where he mentors students and shapes the school’s strategic vision. In his spare time Andrew is an avid follower of news and current events, enjoys playing golf and is a wine enthusiast.
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