Board Chairman, Investor Relations
As a wealth advisor, Andrew's success relies on delivery of unique, tailored advice and his team's top tier service. Backed by UBS's wealth of intellectual capital and resources, Andrew provides customized solutions to a range of clients, from emerging business owners, to family offices and corporate retirement plans. Prior to UBS, Andrew worked in Lehman Brothers' bond trading department. His desire for increased autonomy and fulfillment from helping others led him to pursue financial advisory services. Implementing and executing a client-centric business model has led to client referrals and accolades, including admission to UBS's Top 35 Under 35 and the firm's Presidents' Council. Andrew advises on a range of financial matters including but not limited to, business/estate planning, tax-strategies, retirement plan solutions, creative lending and personal wealth solutions. Andrew resides in Prospect Heights, Brooklyn with his wife Noa, and their daughter Kyla.