Andy puts his curiosity, drive, attention to detail, and passion for investment management to work for JNBA clients every day as a Trading & Investment Analyst. He was drawn to JNBA for the firm’s focus on teamwork and collaboration, as well as the day-to-day impact his work has on our clients’ portfolios and lives.
He most recently worked as a Senior Investment Operations Analyst at an institutional investment firm, where he collaborated with portfolio managers, traders, analysts, and others to support leveraged asset management. Andy has passed CFA level I and plans on pursuing the CFA designation. He attended the University of Minnesota Duluth, where he graduated magna cum laude with a bachelors degree in business administration – financial markets, economics.
When not at work Andy has a passion for the outdoors and spends his time golfing, gardening, hunting, fishing, and more. He and his wife are restoring an 1870s farmhouse, and he is serving a six-year term on the City of Wyoming Economic Development Authority.
Favorite quote: “The pessimist sees difficulty in every opportunity. The optimist sees the opportunity in every difficulty.” – Winston Churchill