"Skate to where the puck is going” (Wayne Gretzky). That famous mantra is one Andrew aims to live by. His forward-thinking, trend-spotting mindset applies to the private wealth business, relationship development, and most other parts of his personal and professional life.
To that end, Andrew gets tremendous energy from bringing people together and connecting dots, all in the pursuit of enhancing all facets of their lives. He spends much of his time understanding and experiencing the worlds in which Kore's clients do business, so he can provide invaluable perspective, information and introductions that go well beyond traditional private wealth and asset management discussions.
He began his career in 2000, and has worked exclusively in private wealth management for UBS, Bank of America Securities, Credit Suisse, JPMorgan Chase, and recently Merrill Lynch.
Andrew lives with his wife, daughter and son in New York City.
T: 212-321-4224
BA, economics, University of Massachusetts Amherst
We often debate the importance of “why” we do things versus “what” we are doing. I firmly believe that clients subscribe to the “why” more than the “what.” This healthy debate among my partners provides a multitude of perspectives, whereby often 1+1 = 3 by the time we create a solution to address an identified risk or opportunity.
One of our biggest differentiators is that we manage a significant amount of capital in-house, specifically municipal bonds and energy portfolios. This capability is unique in the wealth management business. We believe that when we are actually putting capital to work every day on behalf of our clients, it broadens our perspective and makes us better allocators across our clients’ entire portfolio. I often say, “When investing feels the easiest, it’s likely to be the hardest, and when it feels the hardest, it’s likely to be the easiest." Our day-to-day capital deployment and information flow allow us to differentiate in and among these time periods to invest confidently and make the most appropriate allocations.