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Andrew began working with dakota in July of 2019, focusing on institutional allocator research. Since then, Andrew has transitioned to a Business Development role at dakota. Andrew’s drive and motivation to bring in new business has resulted in a robust list of prospective clients.
Prior to joining the firm, Andrew attended Episcopal Academy and graduated from Bucknell University in 2019 where he majored in Economics and Political Science and earned a Bachelor of Arts degree with Dean’s List honors. Andrew’s work experience in the investment industry includes internships with FS Investments and Graham Partners. Andrew has also passed the FINRA Securities Industry Essentials (SIE) Exam.
In addition to his strong work ethic, Andrew enjoys playing golf and takes time to give back to his community; volunteering at HEADstrong Foundation, Middle Atlantic Blind Golfers Association, MANNA, and Huntsman Cancer Institute.