Andrew joined Kovitz Investment Group as an Operations Associate in 2018, as part of the Kovitz acquisition of AFAM Capital. In this role, Andrew is responsible for the maintenance of client portfolios and client reporting, and also assists in managing internal and external communications. In addition, he executes workflows for private clients, dual contract, and platform relationships. Prior to joining AFAM, he served as an Associate Financial Service Consultant at Charles Schwab. Andrew earned a Bachelor of Science degree in Sports Management from The University of Texas at Austin and an MBA in Finance from St. Edward’s University.