2018 -now Independent Board Member and Strategic Advisor @
2016 -now Member Board of Advisors and Investor - FinTech Financial Services @
2014 -now Strategic Advisor and Exec Team Member @
2023 -now Board member and Strategic Advisor @
2018 -now Board member and Strategic Advisor @
2014 -now Strategic Advisor and Board of Advisors @
2016 -now Strategic Advisor and Board of Advisors @
2014 -now Independent Trustee of varous actively managed ETF's @
2014 -now Strategic Advisor @
2017 -2022 Stategic Advisor @ Welch Hornsby, Inc - sold to CapTrust
2020 -2021 Strategic Advisor @
2019 -2021 Strategic Advisor @
2016 -2019 Board of Advisor and Strategic Advisor @ Silver Lane Advisors (sold to Raymond James in 2019)
2015 -2019 Board of Advisor and Investor (Sold to Orion in 2019) @
2015 -2019 Investor (Sold to Plaid in 2019) @
2014 -2019 Strategic Advisor (Sold to Hightower in 2019) @
2017 -2018 Stategic Advisor @
2017 -2018 Stategic Advisor (Sold to Brown Advisory in 2018) @
2014 -2018 Investor @ Betterment Institutional
2014 -2018 Strategic Advisor (Sold to Mercer Advisors in 2018) @
2006 -2013 Chief Executive Officer and Founder (Sold to LPL Financial in 2012) @ Fortigent
1996 -2007 President @ Lydian Wealth Management - Sold to CitiNational Bank in 20007)
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 5 emails and 1 mobile phone numbers on RocketReach.
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