Brian Andrew Email
EVP, Chief Investment Officer @ Merit Financial Advisors
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Brian Andrew Location
- Alpharetta, GA, US
Brian Andrew Work
- EVP, Chief Investment Officer @ (January 2024 - Present)
- 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 of Science (BS) (Business/Finance)
1980-1984 - UMN Carlson School of Management
Bachelor's degree (Business)
1991
Brian Andrew Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Bloomberg
- Board Education
- Bonds
- ETFs
- Equities
- Equity Research
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Fixed Income
- Health Care Finance
- Healthcare
- Hedge Funds
- High Net Worth Individuals
- Institutional Investments
- Investment Advisory
- Investment Banking
- Investment Management
- Investment Policy Development
- Investment Strategies
- Investments
- Management
- Portfolio Management
- Private Equity
- Retirement Planning
- School Boards
- Securities
- Series 63
- Series 65
- Strategic Financial Planning
- Strategy
- Thought Leadership
- Trading
- Valuation
- Wealth Management
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. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg and more. Brian Andrew has 3 emails on RocketReach.
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