EVP Wealth, Chief Investment Officer and President Johnson Wealth Inc. @ (May 2018 - January 2024)
Chief Investment Officer @ (August 2015 - May 2018)
President and Chief Investment Officer @ Cleary Gull, Inc. (March 2011 - August 2015)
Principal and COO @ (October 2008 - February 2011)
President, Ziegler Capital Management and North Track Funds @ (August 1994 - October 2008)
Senior Managing Director @ B.C. Ziegler & Company (January 2000 - January 2008)
Trust Ofcr @ First Bank Systems (January 1985 - January 1990)
Brian Andrew Education
CFA Institute/Harvard Investment Management Program 2002-2002
UMN Carlson School of Management
Bachelor's degree (Business)
1991
UMN Carlson School of Management
Bachelor of Science (BS) (Business/Finance)
1980-1984
Brian Andrew Summary
Brian Andrew, based in Alpharetta, GA, US, is currently a EVP, Chief Investment Officer at Merit Financial Advisors. Brian Andrew brings 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. Brian Andrew has 3 emails on RocketReach.
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