As Manager – Portfolio Implementation & Analytics, Andy is a core member of the firm’s Investment Committee. He helps team members execute trades in client portfolios and oversees the firm’s portfolio management system and trading software. Andy also leverages the firm’s research tools to analyze investment opportunities and portfolio allocation data for collaboration with the Investment Committee.
“Through bull and bear markets, bouts of volatility or lack thereof, and regardless of a portfolio’s size, being an advocate means giving each client’s accounts my full attention and leaving no stone unturned.”
Prior to joining JNBA in 2019, Andy was a senior investment operations analyst at an institutional investment firm, where he collaborated with portfolio managers, traders, analysts, and other professionals to support asset management, primarily in the high-yield fixed income space.
Andy has a bachelor’s degree in business administration – financial markets and economics from the University of Minnesota Duluth (UMD) and is currently pursuing the Chartered Market Technician® designation.
Andy is a board member for the Landmark Conservancy, which is a nonprofit organization dedicated to the protection, stewardship, and respectful use of Wisconsin land. Andy has a passion for the outdoors and spends his free time golfing, gardening, hunting, and fishing. 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.