Andy earned a Bachelor of Science in Economics from Penn State University. He also holds a Master in public policy degree from the Harvard Kennedy School and is a member of their Dean’s Council.
Prior to his career at Merrill Lynch, Andy served in the White House as an aide to the assistant to the President for Economic and Domestic Policy. In 1992, he joined Merrill Lynch as an analyst in the Global Wealth Management business, serving in senior strategy and field leadership roles during the next 13 years. Before rejoining the company in 2009, Andy led the Emerging Affluent Client Segment within Citigroup Global Wealth Management from 2005 to 2009.
Andy was named an Alumni Fellow of Penn State in 2013, and is a member of the Schreyer Honors College External Advisory Board. He also represents Bank of America Merrill Lynch on the Advisory Board of the Global Coalition on Aging and the Stanford University Longevity Institute.
In addition to his work at Merrill Lynch, Andy serves on the boards of ReadWorks.org, a nonprofit dedicated to ensuring that students in our nation’s neediest public schools have literacy skills to compete and succeed in life. He’s also a part of the Peter Westbrook Foundation that helps inner-city children develop life skills through the sport of fencing, academic support and mentoring.