As a Certified Investment Management Analyst®, Andrew heads up Overland & Shanahan’s Investment Committee which addresses changes to client strategies, portfolio performance, asset allocation, economic outlook and regulatory changes. Andrew delivers a wealth of experience and knowledge to our clients as he specializes in:
- Corporate Executive Planning (stock options & concentrated stock planning)
- Investment & Portfolio Analysis
- Socially Responsible Investing (ESG)
Andrew began his career in the interest rate futures market as a trader in Chicago, focusing on Treasury bonds and Eurodollars. He’s served in high-net-worth financial planning since starting at Bernstein Private Wealth Management in 2013, joining Overland & Shanahan in 2015. Andrew holds additional securities registrations through LPL Financial, as well as life, health, annuity and long-term care insurance licenses (California Insurance License #0K29114).
Outside the office, Andrew and his wife Tara enjoy traveling to Mexico and supporting numerous charitable organizations. Through their involvement with the local organization Corazon de Vida, they have helped feed, fund and love the children at Rancho de Los Ninos, about 2 hours south of San Diego. They also travel further south, building homes for families in need with another local organization, Baja Bound.