Andy is a Principal at Blue Square, and Director of Asset Management. In addition to his role working with High Net Worth individuals, he sits on the firm’s Investment Committee.

Prior to joining Blue Square, Andy was an Account Vice President, Financial Advisor, and Portfolio Manager for the JB Wealth Management Group at UBS. He began his career in 1992 and spent 17 years in Asset Management as a Portfolio Manager working for Smith Barney, Citigroup, Legg Mason, and Neuberger Berman, where he managed customized portfolios for High Net Worth individuals and Institutions. He received his B.A. cum laude with High Honors from Brandeis University, and his MBA from NYU-Stern School of Business.

Andy lives in Westport, CT with his wife Lauren and two teenage children. In his free time, Andy volunteers his time coaching youth sports in town, and as a past age group Softball Commissioner. He also enjoys tennis, skiing, and traveling with his family.

Andy holds a Connecticut Insurance License

How can we help?

Please reach out if you have any questions or would like to learn more about what we do.