Andrew joined Clearstead Private Client Group in July of 2019 with 3 years of investment and client service experience. Andrew is responsible for developing and maintaining investment policy, asset allocation, manager selection, and portfolio monitoring for several prominent Clearstead private client families.
Prior to joining Clearstead, Andrew was an investment advisor with PNC Wealth Management. Andrew earned a B.S.B.A degree in Relationship Management and Data Analytics from The Ohio State University. Andrew is currently working toward his Chartered Financial Analyst (CFA®) designation.
Find Your Clarity
We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.