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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
Andy anchors NewBridge Wealth Management in its mission to provide families, C-level executives, and high-net-worth individuals with long-term financial peace of mind. With more than 25 years of experience in financial services, Andy is uniquely qualified to lead NewBridge’s elite team and to provide counsel and advice to achieve clients' financial goals.
Andy's focus with clients is on helping them find answers and solutions to their financial and estate issues by partnering with tax advisors, estate attorneys, portfolio managers, and others to develop comprehensive results for their portfolios. Before founding NewBridge, Andy was a Senior Wealth Advisor at Merrill Lynch, where he developed customized financial and investment strategies for his clients.
Andy started his accomplished career on the institutional side of the financial industry. As a Vice President of Institutional Equity Sales with Vector Securities International, a Chicago-based investment bank, he advised portfolio managers and research analysts at the top money management institutions. He was later recruited to join Itros Capital Management, a long-short equity hedge fund. As a research analyst and head of Investor Relations, his responsibilities included fundamental research, stock selection, and risk management strategies for the portfolio.
A lifelong learner, Andy earned a bachelor’s degree from the University of Wisconsin-Madison and has completed finance-based programs at The University of Chicago Booth School of Business. In addition, he received accreditation as a Certified Private Wealth Advisor® (CPWA®) a Certified Investment Management Analyst® (CIMA®), and a Retirement Management Advisor®. He is also an active member of the Investments and Wealth Institute®, the leading continuing education institution for the financial industry. He remains a lover of all things Wisconsin, but he and his wife, Meg, live in Denver, where they enjoy exploring everything the Front Range has to offer.
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
Andy anchors NewBridge Wealth Management in its mission to provide families, C-level executives, and high-net-worth individuals with long-term financial peace of mind. With more than 25 years of experience in financial services, Andy is uniquely qualified to lead NewBridge’s elite team and to provide counsel and advice to achieve clients' financial goals.
Andy's focus with clients is on helping them find answers and solutions to their financial and estate issues by partnering with tax advisors, estate attorneys, portfolio managers, and others to develop comprehensive results for their portfolios. Before founding NewBridge, Andy was a Senior Wealth Advisor at Merrill Lynch, where he developed customized financial and investment strategies for his clients.
Andy started his accomplished career on the institutional side of the financial industry. As a Vice President of Institutional Equity Sales with Vector Securities International, a Chicago-based investment bank, he advised portfolio managers and research analysts at the top money management institutions. He was later recruited to join Itros Capital Management, a long-short equity hedge fund. As a research analyst and head of Investor Relations, his responsibilities included fundamental research, stock selection, and risk management strategies for the portfolio.
A lifelong learner, Andy earned a bachelor’s degree from the University of Wisconsin-Madison and has completed finance-based programs at The University of Chicago Booth School of Business. In addition, he received accreditation as a Certified Private Wealth Advisor® (CPWA®) a Certified Investment Management Analyst® (CIMA®), and a Retirement Management Advisor®. He is also an active member of the Investments and Wealth Institute®, the leading continuing education institution for the financial industry. He remains a lover of all things Wisconsin, but he and his wife, Meg, live in Denver, where they enjoy exploring everything the Front Range has to offer.
Recognized as an industry leader:
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.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
