Andrew N. Whitney

An avid cyclist born and raised in the Pacific Northwest, Andrew’s high energy and curiosity are a great fit with his work: in-depth research and analysis to support our Investment Team in creating portfolios that align with client goals. To this role, Andrew brings a decade of experience in financial services, including at BNY Mellon and Russell Investments, as well as starting a nonprofit to connect underserved young people with professional internships. A life-long learner, Andrew is dedicated to tracking how well investments are performing for our clients and helping find new opportunities in the public and private markets.