We are thrilled to announce Andrew Sachais, CFA as our Director of Investments. Andrew is a Chartered Financial Analyst (CFA®) awarded by the CFA® Institute. Andrew is responsible for due diligence on managers/ETF model portfolios, portfolio construction, asset allocation and in-depth portfolio analysis. He will also host quarterly market update webinars providing timely insights on current portfolio positioning and economic trends.
Our firm recognizes the importance of having an in-house (not outsourced) portfolio manager overseeing client investments. Andrew studied Economics at Georgetown University as well as Global Business & Politics at Yale University. We are confident that Andrew’s expertise will be a great asset to the firm. Please join us in welcoming Andrew to Brandywine Oak!