Andy engages directly with families, providing tailored advice and pinpointing unique investment opportunities. He is steadfast in his commitment to preserving the culture of thoughtful guidance and meticulous client service at Five11 Partners. Possessing a wealth of experience in supporting business owners, financial sponsors, hedge fund principals, and corporate executives, Andy employs a consultative approach to meet the distinctive wealth management needs of families.

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Before establishing Five11 Partners, Andy held the position of Managing Director at Klingenstein Fields Advisors, where he specialized in advising ultra-high-net-worth families and individuals. He previously served as Senior Wealth Director at BNY Mellon, delivering expert wealth management advice, and engaged in institutional equity sales at J.P. Morgan. His earlier career was marked by a focus on capital markets as a proprietary equity trader at First New York Securities.

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Andy is a Certified Mergers and Acquisitions Advisor, a board member of the Exit Planning Exchange of Long Island, and an active participant on the University of Pennsylvania Men’s and Women’s Lacrosse Board. His philanthropic commitments include involvement in the First Tee program and support for the Evans Scholarship Foundation.

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Andy earned a BA in Economics from the University of Pennsylvania. In his free time, he enjoys golfing, playing tennis, and skiing with his wife and two sons.