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ANDREW SCHWARZ

CFA®

 

Andrew holds a Chartered Financial Analyst®, CFA® designation and chairs our Investment Policy Committee.  He graduated from Hartwick College, where he earned a double major in Business Administration and Economics, with a minor in Finance.  Andrew is responsible for the creation of our investment models and all research pertaining to investments.  He also helps to develop financial plans and reports, analyzes client portfolios, develops asset allocation recommendations, and assists in the preparation of client meetings.  Andrew lives locally and enjoys skiing, reading, travel and time with family and friends.