Andrew’s Story
Andrew has spent his entire professional career helping individuals strategically plan and manage their finances. Prior to joining Oakbourne Advisors, Andrew worked in the asset management division of the Private Bank at JP Morgan. This experience gave him a sound understanding of the financial landscape, and how to best guide clients through it.
Andrew joined the team in 2013 with the goal of broadening the firm’s services. Today Andrew is responsible for the overseeing many of our strategic objectives.
Andrew currently resides in Westfield, NJ with his wife, Caitlyn. He enjoys golfing with friends and watching a lacrosse game whenever possible.
