Andy is responsible for researching and analyzing valuations and market conditions, which help to inform RegentAtlantic’s asset allocation. A member of RegentAtlantic’s Investment Committee, Andy monitors and rebalances client portfolios. He is focused on the firm’s bond holdings, and is also responsible for trading, analyzing and helping to manage risk of clients’ corporate and municipal bond holdings. Andy produces on a quarterly basis the RegentAtlantic New Jersey Wealth Index (RANJWI), a proprietary index that measures the health of the wealth in New Jersey. Andy graduated with a BA in Economics and Political Science from Drew University, and is a Chartered Financial Analyst® Charterholder, and a member of the CFA Society New York. Andy was made partner at RegentAtlantic in 2010, just two years after joining the firm.
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