Experience

Connor, Clark & Lunn Private Capital Ltd. (CC&L)

• Canada
• Investment Management
• 100 - 200 Employee

• Principal, Portfolio Strategist

  • May 2012 - Present

  Andrew is a member of the Connor, Clark & Lunn Private Capital Asset Allocation Team and works closely with the firm's Relationship Managers and clients to provide strategic asset allocation advice and analysis. Andrew is also a spokesperson for the firm's equity, bond and alternative investment teams and regularly speaks about investment strategy and outlook. Andrew is a member of the Connor, Clark & Lunn Private Capital Asset Allocation Team and works closely with the firm's Relationship Managers and clients to provide strategic asset allocation advice and analysis. Andrew is also a spokesperson for the firm's equity, bond and alternative investment teams and regularly speaks about investment strategy and outlook.



T.E. Wealth

• Canada
• Financial Services
• 1 - 100 Employee

• Associate Investment Counsellor

  • Oct 2011 - May 2012



Bernstein Private Wealth Management

• Investment Management
• 500 - 600 Employee

• Senior Investment Planning Analyst

  • Nov 2007 - Mar 2011

  -Partnered with 35 Financial Advisors in Washington, DC, Philadelphia and Boston in making investment recommendations. Assets under management across three offices totaled over $15 billion. - Created and presented customized analyses to clients, and prospects using sophisticated proprietary financial models.-Designed and conducted training sessions with Financial Advisors and Associates; provided weekly updates on the planning environment and new research.-Conducted research on planning issues that affected high net worth families. Have contributed to research published in CPA Magazine, Estate Planning Magazine, Wealth Counsel Quarterly and the Bernstein Journal.-Selected to participate in 2-year Advisor Training Program; completed in June 2010.-Received recognition as Washington, DC “Employee of the Year” in 2008. Show less

• Private Client Associate

  • Nov 2004 - Oct 2007

  • Senior team member, responsible for overseeing and servicing a client base of $1.6 billion in assets• Assist Financial Advisors in implementing the firm’s investment philosophy and strategy• Liaise between advisor, client, portfolio management, compliance, and various internal departments • Develop customized investment plans utilizing Bernstein’s proprietary analytical systems• Analyze clients/prospects outside investment strategies using stock, bond and mutual fund analyses, to determine a strategy for making allocation changes while considering tax consequences• Educate new Associates on the analytical tools and the analyses we present to clients/prospects Show less