Brian Andrew

Your research team searches for money managers with proven, replicable investment strategies. These managers are selected using a process designed to reduce risks, lower costs and enhance returns. Managers are systematically reevaluated against their peers to ensure quality.

Brian K. Andrew, CFA - Chief Investment Officer
Telephone: 414.291.4504/800.544.9811

Mr. Andrew leads the investment research and strategy teams and is integral in establishing the firm's investment policies and identifying strategies across all asset classes. Having worked as a Chief Investment Officer, Chief Operating Officer, President, Portfolio Manager and Analyst of fixed income and equity securities of mutual fund and money management firms, he contributes to business and client services practices. Mr. Andrew also chairs the firm's Investment Policy committee, which crafts the firm's investment strategy, approves investment managers, and monitors the research efforts, and serves on the Equity and Fixed Income groups. He has provided economic insight through monthly published pieces, webcasts and other outside media outlets. Mr. Andrew received his Chartered Financial Analyst designation and is a member of the Milwaukee and Chicago Investment Analyst Societies. He received a B.S. in business and finance from the University of Minnesota and completed the Harvard Business School/CFA Institute Investment Management Program. He currently serves on the Advisory Board for the Marquette University Applied Investment Management Program. He has also been active in varying capacities on the boards of several municipal and not-for-profit organizations and currently serves on the Advisory Board for the University of Wisconsin-Milwaukee, College of Health Sciences.

 

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