Andy is a Wealth Advisor serving families and small to lower-middle-market businesses in both Los Angeles and the Central Valley communities. Armed with over twenty years of financial services industry experience, he brings his expert knowledge in investments, wealth planning, and business advisory to his clients and other professional partners such as tax advisors, M&A professionals, and trust & estate attorneys. Prior to joining Highline, Andy established his reputation as a trusted advisor at BNY Mellon and Northern Trust, working as a Senior Wealth Portfolio Manager. In addition, Andy also gained valuable experience as a Fiduciary with client relationship and portfolio managem