Andrew Rappolt's Location

Cotati, CA, US

Andrew Rappolt's Work

  • Investment Strategist @ Atlas Private Wealth Advisors
  • Registered Administrative Associate @ LPL Financial
  • LPL Registered Administrative Associate, Client Relationship Specialist @ JL SCHNEIDER & ASSOCIATES, INC

Andrew Rappolt's Education

  • Creighton University

    Master's degree (Portfolio Management and Security Analysis)

    2012 - 2014
  • University of Oregon

    Bachelor's degree (Economics)

    2001 - 2003
  • Santa Rosa Junior College

    Associate’s Degree

    1998 - 2001

Andrew Rappolt's Skills

  • Finance
  • Portfolio Management
  • Fixed Income
  • Trading
  • Investments
  • Financial Analysis
  • Financial Services
  • Retirement Planning

Andrew Rappolt's Summary

Andrew Rappolt, based in Cotati, CA, US, is currently a Investment Strategist at Atlas Private Wealth Advisors, bringing experience from previous roles at LPL Financial, JL SCHNEIDER & ASSOCIATES, INC, Wells Fargo Advisors and Impact Investors. Andrew Rappolt holds a 2012 - 2014 Master's degree in Portfolio Management and Security Analysis @ Creighton University. With a robust skill set that includes Finance, Portfolio Management, Fixed Income, Trading, Investments and more, Andrew Rappolt contributes valuable insights to the industry.

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