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.
Welcome to the midpoint of 2024. I hope everyone had a great 4th of July holiday with family and friends.
Inflation is falling. The job market is growing. GDP growth is exceeding expectations. We’re actually earning interest on our cash and bonds. And corporate earnings growth is expected to accelerate...
I recently read an article in The Economist that discussed topics related to the current state of journalism. It contained a line that could also apply to market expectations – specifically when...
You should have a trusted partner who can help you take advantage of these opportunities.
