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Andrew Becker Location
Cincinnati, OH, US
Andrew Becker Work
Partner and Vice President @ (April 2025 - Present)
Partner and Portfolio Manager @ (January 2024 - April 2025)
Vice President and Portfolio Manager @ (September 2016 - Present)
Senior Financial Advisor @ (May 2005 - September 2012)
Financial Consultant @ (September 2012 - September 2016)
Senior Retirement Plan Specialist @ (March 2003 - December 2004)
Team Lead Distribution Analyst @ (April 1999 - February 2003)
Andrew Becker Education
Cleveland State University
Master's Courses (Business Administration and Management, General)
2000-2002
Ohio University
Bachelor of Applied Science (B.A.Sc.) (Mathematics)
1993-1998
Ohio University
Bachelor's degree
Andrew Becker Skills
Wealth Management
Financial Advisory
Youth Mentoring
Marketing
Microsoft Excel
Public Speaking
Pensions
Finance
Retirement
Training
Fixed Income Strategies
Advanced Mathematical Computations And Algorithms
Asset Allocation
Financial Analysis
Fixed Income Portfolio Management
Financial Services
Retirement Planning
Equities
Analysis
Mutual Funds
Project Management
Customer Service
Business Analysis
Microsoft Office
Andrew Becker Summary
Andrew Becker, based in Cincinnati, OH, US, is currently a Partner and Vice President at EP Wealth Advisors. Andrew Becker brings experience from previous roles at AlphaMark Advisors, Merrill Lynch and Hilliard Lyons. Andrew Becker holds a 2000 - 2002 Master's Courses in Business Administration and Management, General @ Cleveland State University. With a robust skill set that includes Wealth Management, Financial Advisory, Youth Mentoring, Marketing, Microsoft Excel and more. Andrew Becker has 5 emails and 4 mobile phone numbers on RocketReach.
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