Andy is a portfolio manager in our Greensboro office serving individuals, multi-generational families and institutions. His chief responsibility is the construction and ongoing management of investment solutions focused on the unique needs, risk tolerance, goals and tax situation of his clients. This duty encompasses the integration of current market insight and the risk/return environment into client specific action plans and recommendations.
Andy has an extensive background in client Wealth Management. Prior to his role at Diversified Trust, he served as Executive Director of Portfolio Management for a large national bank, where he had responsibility for the entire Fiduciary Investment process. Andy received his BA in Economics at the University of North Carolina at Chapel Hill, and his Master of Business Administration at Wake Forest University. He is a CFA Charterholder.