Andrew Macaleer, CFA
Wealth Strategist at Wealthspire Advisors- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst
CFA InstituteSep, 2016- Nov, 2024 -
Series 63
Financial Industry Regulatory Authority (FINRA)Oct, 2011- Nov, 2024 -
Series 7
Financial Industry Regulatory Authority (FINRA)Oct, 2011- Nov, 2024
Experience
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Wealthspire Advisors
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United States
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Financial Services
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200 - 300 Employee
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Wealth Strategist
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Jan 2022 - Present
Lenox Wealth Advisors & Wealthspire Advisors, both wholly-owned subsidiaries of NFP have integrated in January 2022. Wealthspire Advisors is now the common brand and trade name used by Wealthspire Advisors, LLC and Lenox Wealth Advisors, LLC, separate registered investment advisers and subsidiary companies of NFP Corp. Lenox Wealth Advisors & Wealthspire Advisors, both wholly-owned subsidiaries of NFP have integrated in January 2022. Wealthspire Advisors is now the common brand and trade name used by Wealthspire Advisors, LLC and Lenox Wealth Advisors, LLC, separate registered investment advisers and subsidiary companies of NFP Corp.
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Lenox Wealth Advisors dba Wealthspire Advisors
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United States
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Financial Services
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Wealth Strategist
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Nov 2019 - Dec 2021
• Responsible for augmenting centralized advice across ETFs, funds, SMAs and LPs; strategic portfolios; manager mapping & due-diligence; investment resource for internal Lenox Advisors business• Portfolio Manager for subset of multi-manager liquid investment portfolios• Counsel to clients and their other professional advisors for matters including wealth planning advice, multi-generational asset allocation advice, individual and corporate retirement modeling, tax and estate planning as well as in the sale of closely-held businesses and exercise of incentive compensation vehicles. Show less
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Portfolio Analyst
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May 2018 - Nov 2019
• Assist in creating centralized advice through arming the Investment Committee with applicable market research and respective economic data• Define the scope of the firm's open-architecture platform by completing on-going due diligence and assessment of investment products across global equities, fixed income and alternative asset classes• Partner with financial advisors and financial planners to enhance salesmanship and subject matter expertise in complex multi-generational financial planning Show less
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AllianceBernstein
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United States
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Investment Management
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700 & Above Employee
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Senior Managing Associate & Associate Officer
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Jul 2014 - Nov 2016
• Partnered with financial advisors to enhance salesmanship and subject matter expertise in complex financial planning • Accepted on the national business analyst task force team to complete firm-wide projects and campaigns• Served as alternative investments specialist running a national inquiries platform, effectively communicating and organizing national capital call campaigns, fundings and liquidations for hedgefund products • Assisted in creating, implementing and running a national product information platform and database• Aided as a local expert in proprietary technical planning software to associate staff • Embraced leadership role responsible for supervision, training, mentoring and oversight of four junior associates and coordinators and presented various training presentations on a national scale Show less
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Private Client Associate
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Aug 2011 - Jul 2014
• Provided sales and client-service support to a financial advisor team who collectively hold over $800MM AUM• Consistently delivered high-quality analyses & customized reports for complex family relationships, clients, prospects and other professionals• Demonstrated ability to effectively communicate firm investment-planning advice and current market concepts to complex clients
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Mutual Funds & Annuities Associate
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Aug 2009 - Aug 2011
• Developed strong working relationships with licensed financial advisors and internal/external wholesalers • Provided financial analysis and hypothetical financial projections material to financial professionals • Managed financial underwriting, dollar cost averaging and auto-rebalancing strategies for mutual fund broker accounts and the variable annuity product suite (specializing in New York Regulation 60 annuity requirements) • Augmented proprietary NY Regulation 60 software to help manage transaction capacity (as Prudential became the number one producer in variable annuity sales during 2010 and 2011 tenure) Show less
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Fesnak and Associates, LLP
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Greater Philadelphia Area
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Transaction Services Analyst
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Jun 2007 - Aug 2007
• Assigned to a full-time financial consulting and valuation project with daily interaction at client office • Staffed on a due diligence project with a private software firm for a potential merger/acquisition • Assisted gathering and assessing disclosure documents for bridge financing option • Worked with third-party specialist in preparing a stock options valuation • Assigned to a full-time financial consulting and valuation project with daily interaction at client office • Staffed on a due diligence project with a private software firm for a potential merger/acquisition • Assisted gathering and assessing disclosure documents for bridge financing option • Worked with third-party specialist in preparing a stock options valuation
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Business Delegate
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May 2006 - Jul 2006
Worked with the American Chambers of Commerce at the time China was revaluing the Yuan from a fixed-peg currency against the US Dollar to a semi-free-floating currency Worked with the American Chambers of Commerce at the time China was revaluing the Yuan from a fixed-peg currency against the US Dollar to a semi-free-floating currency
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Education
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2004 - 2008
Penn State University
Bachelors of Science, Finance, International Business, International Studies -
Conestoga Senior High School
Community
