Time to do great things

My practice focuses on the needs of high net worth families, foundations/endowments and small to mid-size businesses. I have spent over 20 years in asset management including Senior Vice President positions with Capital Guardian Trust Company, Neuberger Berman and Sanford C. Bernstein (Principal). I also held a number of senior sales positions at IBM Corporation and ROLM Corporation. Prior to my business and financial services industry experience, I worked as a social worker in London, England. I have an M.B.A. from Pace University, a C.Q.S.W. from the London School of Economics and a B.A. from Hampshire College. Non-profit board affiliations have included the Concordia Orchestra, The Long Island Philharmonic and The Juvenile Diabetes Research Foundation. I currently serve as the Co-Chair of Development for the Bank Street School for Children.

Andrew Halpern works with individuals, families, endowments and foundations to achieve their financial planning and investment goals. He provides advice on Asset Allocation, Insurance, Retirement Planning, Educational Savings Planning and Estate Planning including Intergenerational Wealth Transfer. Working with a network of highly skilled tax and legal professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.