Senior 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 Senior 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.
“Stay the Course” Doesn’t Mean Ignore the Journey March seems to be turning into a time of year when something out of our control makes it appropriate to check in and offer an investment perspective...
Future Investment Returns are Always Uncertain A little more than three years ago, I wrote There Are No Facts About the Future. It feels like I could change a few recent facts and repost that note....
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...
You should have a trusted partner who can help you take advantage of these opportunities.
