At A Glance
- Joined Edward Jones in 2007
At A Glance
- Joined Edward Jones in 2007
Andy is the Portfolio Manager for the Edward Jones U.S. Stock Focus SMA. Prior to joining the SMA Portfolio Management Team, Andy was a team leader in Securities Research supporting the management of the Edward Jones Stock Focus List.
Andy joined Edward Jones in 2007 as a research analyst. He has previously led re-search analyst equity teams covering communication services, energy, financial ser-vices, REITs, technology and utilities stocks. Andy has been quoted on utilities topics in various publications, including The New York Times, The Los Angeles Times, Re-search magazine, SmartMoney and The Wall Street Journal.
Andy has a bachelor's degree in finance and an MBA from Saint Louis University. He is a CFA® charter holder and is a member of the CFA Society of Detroit. He also holds the CFP® certification.
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