Meet the Experts Behind Your Success

Andrea has over 20 years of experience in client-facing roles. She specializes in efficiently handling client requests while building strong relationships with clients, advisors, and custodians. Her previous experience in the financial sector was at a Hedge fund asset management firm, where she led the investor relations department for high-net-worth individuals, institutional investors, and endowments.

Andrea holds a Bachelor of Science in Business Administration from William Paterson University, with a Concentration in Marketing.

Outside of the office, Andrea loves raising her three incredible sons and favorite dog with her husband of 25 years and counting.