As Director of Trading at True North, Andrew leads the Trading and Portfolio Implementation Team and is responsible for implementing the firm’s investment philosophy and strategy across all client portfolios.

Joining True North as a Portfolio Analyst in 2015, Andrew spent the past decade establishing core processes and procedures for the firm as it relates to rebalancing, trading and portfolio management. He believes that wealth and investment management require not only deep technical expertise but empathy and humility. Andrew aspires to live up to this notion by leading with a deep focus on accuracy, efficiency and integrity.

The firm’s mission is Fulfilling Lives™, and Andrew supports this by his disciplined focus on managing client portfolios to help them reach their long-term goals. His focus on servant-leadership is how he serves his teammates as well as the firm’s clients. Andrew has had the pleasure of spending his entire career with True North and has a fundamental understanding of the firm’s history, mission and care for its clients.

Andrew is a CERTIFIED FINANCIAL PLANNER™. He graduated Cum Laude from The University of Texas at Dallas with a Bachelor of Science degree in Finance. He was also the recipient of the Undergraduate Finance Leadership Award.