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.
For decades, 401(k) plans and other defined contribution workplace plans have served as primary channels for long-term investing. Many of you currently contribute, or have contributed to these plans...
I mean it. You’ve done well in a challenging time for investors. Occasionally it's helpful to take a minute to acknowledge success and what led to it before getting back to work. And I think now is...
Welcome to the midpoint of 2024. I hope everyone had a great 4th of July holiday with family and friends.
You should have a trusted partner who can help you take advantage of these opportunities.
