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 and rose through a series of strategy and field leadership roles until assuming his current position on January 1, 2017. From 2005 to 2009, Andy led the Emerging Affluent Client Segment within Citigroup Global Wealth Management.
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 boards of the Stanford University Longevity Institute and the Milken Institute Center for the Future of Aging
In 2015, Andy represented Bank of America at the White House Conference on Aging, where he joined President Barack Obama and leaders in the field of aging to discuss the challenges and opportunities presented by the global longevity revolution.