As an equity strategist, Andy collaborates with investors and macro strategists across the firm, as well as Wellington clients and prospects, to provide expertise on equity market dynamics and strategies. As a former equity portfolio manager and global industry analyst, he has over twenty years of investment experience conducting fundamental equity market research and managing both long-only and long/short strategies, particularly within the global banking, insurance and specialty finance industries. He joined the firm in 2002 and has been a senior managing director and partner since 2010. Prior to joining Wellington, he worked at Merrill Lynch (1995 – 1999).
Andy received his MBA from the University of Chicago Graduate School of Business (now the University of Chicago Booth School of Business; 2001) and his BS in foreign service, magna cum laude, from Georgetown University’s School of Foreign Service (1995).As an equity strategist, Andy collaborates with investors and macro strategists across the firm, as well as Wellington clients and prospects, to provide expertise on equity market dynamics and strategies. As a former equity portfolio manager and global industry analyst, he has over twenty years of investment experience conducting fundamental equity market research and managing both long-only and long/short strategies, particularly within the global banking, insurance and specialty finance industries. He joined the firm in 2002 and has been a senior managing director and partner since 2010. Prior to joining Wellington, he worked at Merrill Lynch (1995 – 1999).
Andy received his MBA from the University of Chicago Graduate School of Business (now the University of Chicago Booth School of Business; 2001) and his BS in foreign service, magna cum laude, from Georgetown University’s School of Foreign Service (1995).