Andrew Frey Email & Phone Number
Wealth Advisor @ United Capital Financial Advisors, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Andrew Frey Location
- Missoula, MT, US
Andrew Frey Work
- 2024 -now Wealth Advisor @
- 2022 -2024 Vice President, Sr. Portfolio Manager, U.S. Bank Private Wealth Management @
- 2018 -2022 Vice President @ Goldman Sachs Personal Financial Management
- 2015 -2018 Vice President @
- 2013 -2015 Business Development Director @ Summit Capital Group, LLC
- 2008 -2013 Associate in Trading and Portfolio Management @ Summit Capital Group, LLC
Andrew Frey Education
- University of Notre Dame - Mendoza College of Business
MBA (Finance and Investments)
2006-2008 - Willamette University
BA (Economics)
2001-2005 - Flathead High School 1998-2001
Andrew Frey Skills
- Investment Management
- Portfolio Management
- Asset Allocation
- Asset Management
- Financial Analysis
- Equity Research
- Analysis
- Securities
- Hedge Funds
- Financial Modeling
- Finance
- Fixed Income
- Economics
- Trading
- Equities
- Valuation
- Business Development
- Investments
- Strategic Planning
- Business Strategy
- Capital Markets
- Risk Management
- Leadership
- Stocks
Andrew Frey Summary
- Andrew Frey, based in Missoula, MT, US, is currently a Wealth Advisor at United Capital Financial Advisors, LLC. Andrew Frey brings experience from previous roles at U.S. Bank, Goldman Sachs Personal Financial Management, Cutler Investment Group and Summit Capital Group, LLC. Andrew Frey holds a 2006 - 2008 MBA in Finance and Investments @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Investment Management, Portfolio Management, Asset Allocation, Asset Management, Financial Analysis and more. Andrew Frey has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Andrew Frey?
Find contact details for 700 million professionals.
Top United Capital Financial Advisors, LLC Employees
Frank Salb
Chief Investment Officer
Kansas City, MO, US
Ryan Bergmann
Managing Director
Reston, VA, US
Eric Hutchinson
Managing Director
Little Rock, AR, US
Cliff Porter
Managing Director
Charlotte, NC, US
Tony Carpita
Managing Director
Moline, IL, US
Sonja Larimore
Chief Compliance Officer
La Mesa, CA, US
Garth Scrivner
Managing Director
Albuquerque, NM, US
Craig Jaffe
Managing Director
Boca Raton, FL, US
Daphne Hu
Managing Director
North Wales, PA, US
Robert Brown
Managing Director
New York, NY, US
Stacey Zwicker
Managing Director
Honolulu, HI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co