Andrew is dedicated to building lasting relationships and aligning each client’s financial plan with their long-term goals.
Joined Lido: 2025
Homebase: Ann Arbor, MI
Professional Focus: Leverages his deep investment expertise to guide clients through wealth planning and portfolio strategies. Brings a disciplined, research-driven approach to advising high-net-worth individuals and families.
Professional Designations: Chartered Financial Analyst charterholder, Chartered Alternative Investment Analyst charterholder
Education: B.S.E., Systems Engineering; Minor in Economics, Case Western Reserve University; M.S., Finance, Boston College
Previous Work Highlights: Began his career in technology role in the educational non-profit sector before transitioning into finance, first in mutual funds and later in hedge fund due diligence and investing. He went on to serve as Chief Investment Officer at Exchange Capital Management prior to its 2025 partnership with Lido.
