Andy works within our Client Service Team managing operational transactions and activities for our private and institutional clients. He provides support to Principals and Wealth Managers with processing asset transfers, preparing investment portfolio reviews, and interfacing with custodians for ongoing account maintenance for clients.
Prior to joining B|O|S, Andy worked as an Operations and Technology Associate at Rand & Associates.
Andy lives in San Francisco.
B.S. in Business Administration and Management, San Francisco State University