Andrew joined Capstone in June of 2016 and currently serves as Managing Director of the Global Institutional Group.
Andrew comes to Capstone with over 20 years of experience as an institutional sales professional at national asset management and investment boutique firms. His previous role was at Emerald Advisers, as Vice President of Institutional Sales where he grew institutional assets for Small and Mid-Cap Growth strategies. Prior to that, he was the Director of Institutional Asset Management at Stralem & Company where he launched an institutional sales division for their Large Cap Equity Strategy. He has also worked in sales and client service at AllianceBernstein and The Bank of Tokyo-Mitsubishi.
Andrew received a bachelor’s degree from the SUNY at Albany and holds the Chartered Financial Analyst (CFA) designation. Andrew is a member of the New York Society of Security Analysts and the CFA Institute. He holds the Series 6 and 63 securities licenses.
Andrew is a native New Yorker, and currently lives with his wife and children in Wyckoff, New Jersey. He enjoys the struggles of being a New York Jet and Mets fan.