Andrew Puryear, CFA

Portfolio Strategist & Director, Client Advisory Team at Tolleson Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Experience

  • Tolleson Wealth Management
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Portfolio Strategist & Director, Client Advisory Team
      • Jan 2021 - Present

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Wealth Strategy Associate
      • Nov 2011 - Dec 2020

  • Bernstein Private Wealth Management
    • Investment Management
    • 500 - 600 Employee
    • Senior Private Client Associate
      • Jul 2008 - Nov 2011

  • Prospera Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Marketing Representative
      • Oct 2006 - Jul 2008

Education

  • Southern Methodist University - Cox School of Business
    MBA, Finance
    2010 - 2012
  • Baylor University - Hankamer School of Business
    Finance, Finance
    2002 - 2006
  • Baylor University
    Bachelor of Business Administration (BBA), Finance, General
    2002 - 2006

Community

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