From a very early age, Andrew was taught to live by the golden rule, ‘treat others the way you want to be treated’. Today, he uses this approach with all clients to build meaningful and lasting relationships.
Andrew’s role as Relationship Manager & Business Development Associate at Twelve Points Wealth Management is to collaborate with clients and make a positive impact on their financial lives – to educate individuals and families on how to organize, protect, and save their money so they can enjoy their desired lifestyle now and in the future.
Born and raised in Needham, Andrew went on to study at Loyola University in Maryland. He graduated with a Bachelor’s degree in Finance and Information Systems and captained the Division I Men’s Golf Team. Before joining the Twelve Points Wealth Management team, he began his career in wealth management at The Bulfinch Group as a Financial Advisor, where he worked with small businesses, families, and high net worth individuals.
Andrew’s passion to connect with others on a personal level is evident not only in the way he works with clients, but also in his involvement with his community. As an avid golfer, he is a Certified Coach with the First Tee of Boston, where he helps kids and teens learn life skills and build self-confidence through the sport. Andrew and his wife, Caitlin, enjoy skiing, traveling, and spending time with family and friends.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.