Senior Vice President–Wealth Management
Senior Portfolio Manager
Andy is a non-practicing CPA and attorney who spent ten years in public accounting with Ernst & Young and PricewaterhouseCoopers prior to his current profession. He joined UBS in 2013 after spending seven years with Morgan Stanley and six years with A.G. Edwards & Sons in Washington, DC prior to that. Andy is an Accredited Asset Management Specialist (AAMS) and he received a B.A. in Accounting and Finance from Muhlenberg College, a J.D. from the Catholic University School of Law, and a LL.M. in Taxation from the Georgetown University School of Law. Andy resides in Bethesda, along with his better half and two children.
California Insurance License number 0E55509
Credentials
Senior Vice President–Wealth Management
Senior Portfolio Manager
Andy is a non-practicing CPA and attorney who spent ten years in public accounting with Ernst & Young and PricewaterhouseCoopers prior to his current profession. He joined UBS in 2013 after spending seven years with Morgan Stanley and six years with A.G. Edwards & Sons in Washington, DC prior to that. Andy is an Accredited Asset Management Specialist (AAMS) and he received a B.A. in Accounting and Finance from Muhlenberg College, a J.D. from the Catholic University School of Law, and a LL.M. in Taxation from the Georgetown University School of Law. Andy resides in Bethesda, along with his better half and two children.
California Insurance License number 0E55509
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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