Andrew Frey Email & Phone Number

Wealth Advisor @ United Capital Financial Advisors, LLC

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Andrew Frey Location

Missoula, MT, US

Andrew Frey Work

2024 - now Wealth Advisor @ United Capital Financial Advisors, LLC
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2022 - 2024 Vice President, Sr. Portfolio Manager, U.S. Bank Private Wealth Management @ U.S. Bank
2018 - 2022 Vice President @ Goldman Sachs Personal Financial Management

2015 - 2018 Vice President @ Cutler Investment Group
2013 - 2015 Business Development Director @ Summit Capital Group, LLC
2008 - 2013 Associate in Trading and Portfolio Management @ Summit Capital Group, LLC

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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

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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 2 mobile phone numbers on RocketReach.

Andrew Frey Emails

Found 3 emails

Andrew Frey Phone Numbers

Found 6 phone numbers

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Top United Capital Financial Advisors, LLC Employees

Stephen Bauer

Managing Director - Head of Office at United Capital Financial Advisors, LLC

Spring, TX, US
2
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- gmail.com
5
- +1 214-476-XXXX
- +1 281-907-XXXX
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Catherine Humbert

Managing Director at United Capital Financial Advisors, LLC

Seattle, WA, US
3
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- unitedcapitalwealth.com
5
- +1 206-937-XXXX
- +1 206-937-XXXX
- +1 206-779-XXXX
- +1 970-408-XXXX
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Peter Vargas

Chief Executive Officer at United Capital Financial Advisors, LLC

New York, NY, US
1
- gmail.com
3
- +1 520-360-XXXX
- +1 941-205-XXXX
- +1 212-360-XXXX
Quinn McElwee

Managing Director at United Capital Financial Advisors, LLC

Fort Collins, CO, US
2
- gmail.com
- unitedcapitalwealth.com
5+
- +1 970-482-XXXX
- +1 970-231-XXXX
- +1 970-689-XXXX
- +1 970-484-XXXX
- +1 970-223-XXXX
- +1 970-407-XXXX

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