Andreas works alongside families to optimize their investment solutions to meet their long-term intergenerational and philanthropic goals. He is responsible for the daily monitoring of client portfolios, client and regulatory reporting and executing investment solutions for the firm’s family office portfolios. Andreas supports the directors in all investment matters, monitors cash positions and IPS restrictions and assists with client inquiries and onboarding.
Prior to joining TwinFocus, Andreas was an Analyst on the Family Office team at BNY Mellon where he served as a liaison between the firm’s operations, client service, and investment management teams. Andreas graduated from Elon University where he earned a Bachelor of Science in Business Administration degree with a major in Finance and minor in Communications.
Knowing I couldn’t fail, I would play on the PGA tour.
During the winter months I enjoy going up to Vermont and New Hampshire to ski. And in the summer I enjoy sailing/fishing in the Boston harbor, and golfing with friends on weekends.