Portfolio Analyst
Andrew grew up in La Canada, CA, and moved to Minnesota to attend St. Olaf College where he played on the baseball team. Andrew enjoys watching Los Angeles and Minnesota sports. In his free time, he enjoys playing basketball, collecting sports cards, and spending time with friends and family.
Andrew serves as a Portfolio Analyst for PrairieView. As a key member of the Investment Team, he assists with investment operations, data and portfolio analysis, trading, and investment research. Andrew’s contributions ensure the efficient management and backend mechanics for clients’ accounts.
Andrew earned his undergraduate degree in Economics with an emphasis in Finance from St. Olaf College in 2022. He gained experience interning at another wealth management firm where he researched and made recommendations on improving client retirement portfolios. During this time, he developed his interests in portfolio management.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
Interest rates on Treasury securities, money market funds, and savings accounts are at 15 to 20 year highs, hovering near 5%. With stocks now sitting 10% below their previous high from almost two...
How’s the Market Doing? It Depends. A simple and innocent question greeted with the most unsatisfying and noncommittal answer possible. Sorry. But it’s true. It depends on the market in question –...
I hope everyone is having an enjoyable summer so far. I’ll do my best to keep it that way by making this update brief so you can return to your summer pastimes.