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.
In my last post, I included Warren Buffet’s quote that investing should be simple but it’s not always easy. Diversifying investments among several different categories of stocks with different...
It has been about fifteen months since stock prices last peaked and nearly a year since entering Bear Market territory. After reaching a low in October, down 25%, the S&P 500 has recovered about half...
You may have heard about the failure of Silicon Valley Bank (SVB) and have some questions about it. I’ll share the short story on the bank without getting too far into the nuances of bank regulation...
You should have a trusted partner who can help you take advantage of these opportunities.