Andy is the Director of Intermediary Distribution at Redwood, leading recruitment, management and coaching of the analyst team responsible for working with financial advisors. Andy has held senior management positions at BlackRock and AllianceBernstein as a sales manager of mutual funds, ETFs and separately managed accounts. In addition, Andy was a sales leader at Exceed Investments and Morgan Stanley. While at Exceed Investments, Andy worked closely with investment advisors on “defined outcome” strategies. At Morgan Stanley, Andy led the business development efforts for a $1billion wealth management team. Andy began his career in capital markets with Prudential Securities. In this capacity he worked closely with advisors to market and allocate initial public offerings, secondary offerings, and closed-end funds. Andy graduated from Brown University with a B.A. in Economics. He has earned the designation of Certified Investment Management Analyst (CIMA) and holds various securities licenses, including the Series 7 and Series 24.
Director of Intermediary Distribution