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