Stategic Advisor @ Welch Hornsby, Inc - sold to CapTrust (January 2017 - January 2022)
Strategic Advisor @ (January 2020 - January 2021)
Strategic Advisor @ (January 2019 - January 2021)
Board of Advisor and Strategic Advisor @ Silver Lane Advisors (sold to Raymond James in 2019) (January 2016 - January 2019)
Board of Advisor and Investor (Sold to Orion in 2019) @ (January 2015 - January 2019)
Investor (Sold to Plaid in 2019) @ (January 2015 - January 2019)
Strategic Advisor (Sold to Hightower in 2019) @ (January 2014 - January 2019)
Stategic Advisor @ (January 2017 - January 2018)
Stategic Advisor (Sold to Brown Advisory in 2018) @ (January 2017 - January 2018)
Investor @ Betterment Institutional (January 2014 - January 2018)
Strategic Advisor (Sold to Mercer Advisors in 2018) @ (January 2014 - January 2018)
Chief Executive Officer and Founder (Sold to LPL Financial in 2012) @ Fortigent (January 2006 - January 2013)
President @ Lydian Wealth Management - Sold to CitiNational Bank in 20007) (January 1996 - January 2007)
Andrew Putterman Education
State University of New York at Binghamton 1978-1981
Andrew Putterman Skills
Wealth Management
Investment Advisory
Investments
Investment Management
Portfolio Management
High Net Worth Individuals
TAMP
Private Equity
Financial Advisory
Alternative Investments
Hedge Funds
Wealth
Investment Strategies
Due Diligence
Equities
Wealth Management Services
Financial Planners
Mergers & Acquisitions
Securities
Business Planning
Consulting
Executive Management
Business Strategy
Collaborative Leadership
Financial Planning
Leadership Development
Sales
Mergers and Acquisitions
Microsoft Office
Business Development
Microsoft Excel
Andrew Putterman Summary
Andrew Putterman, based in Denver, CO, US, is currently a Founder and CEO at 1812 Park, LLC. Andrew Putterman brings experience from previous roles at CAIS Group, Vestigo Ventures, AdvicePeriod and Laird Norton Wetherby. Andrew Putterman holds a 1978 - 1981 State University of New York at Binghamton. With a robust skill set that includes Wealth Management, Investment Advisory, Investments, Investment Management, Portfolio Management and more. Andrew Putterman has 1 emails and 1 mobile phone numbers on RocketReach.
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