Andrew is a Director in Bernstein’s Wealth Strategies Group. As a Director, he consults with advisors, their professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals and foundations. These topics include planning for the sale of a business, managing executive compensation awards, trust and estate planning techniques, charitable planning vehicles, tax management strategies and investment management strategies for nonprofits. Andrew graduated from Purdue University in West Lafayette, Indiana, with a BS in accounting and a minor in finance. He is a CFA charterholder since 2012.