• 2012 Level III Candidate in the CFA Program
• BS, Accounting, Siena College

Andy joined Strategic from The Ayco Company L.P., a Goldman Sachs Company, where he worked as a financial planner to Fortune 1000 executives and high-net-worth individuals.  He was hired to work closely with the executive team on various marketing and business development initiatives.  In September of 2011, he joined the investment team as a Research Analyst specializing in the healthcare and materials sectors. 

“The firm’s culture is conducive to idea sharing within and between all levels of the organizational structure.  This enables even the most junior members of the team to make a large impact on the firm. 

Strategic has built an incredibly talented, high-functioning team capable of providing the uncommon level of service that our clients are accustomed to.  The combination of our unyielding client focus, disciplined process, and freedom to act in our clients’ best interest, is what truly differentiates us from our peers in Upstate New York and across the industry.”