Brian Andrew's Location

Milwaukee, WI, US

Brian Andrew's Work

Brian Andrew's Education

  • CFA Institute/Harvard Investment Management Program

    2002 - 2002
  • University of Minnesota - Carlson School of Management

    Bachelor of Science (BS) (Business/Finance)

    1980 - 1984

Brian Andrew's Skills

  • Alternative Investments
  • Series 63
  • Financial Advisory
  • Boutique
  • Board Education
  • Fixed Income
  • Bonds
  • CAP
  • Retirement Planning
  • Valuation

Brian Andrew's Summary

Brian Andrew, based in Milwaukee, WI, US, is currently a Chief Investment Officer at Merit Financial Advisors, bringing experience from previous roles at Johnson Financial Group, Cleary Gull, Inc. and 1492 Capital Management, LLC. Brian Andrew holds a 2002 - 2002 CFA Institute/Harvard Investment Management Program. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Boutique, Board Education and more, Brian Andrew contributes valuable insights to the industry. Brian Andrew has 3 emails and 1 mobile phone number on RocketReach.
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