Wealth and asset management
Retirement plans and accounts
Andrew brings a unique combination of trading experience, business acumen and personal passion for socially responsible investing to StakeHolders Capital. After a decade trading equity options on the floor of the American Stock Exchange he and Brad Stonberg, StakeHolders CFO, started, managed and ultimately sold their trading firm to Goldman Sachs.
Andrew and his wife moved from New York City to Amherst to raise their three boys. It was there that he decided to combine his professional expertise and his personal passion for values based investing.
With Terry Mollner and several other industry professionals, Andrew co-organized the first Pioneer Valley Sustainable Investment Summit in summer 2008. It was through this process that the two decided to join forces and founded StakeHolders.
Through his relationship with The Exemplar Companies, firms benefit from legal, business advisory and investment banking services.
Andrew has a BA/BS from the University of Virginia and a Master’s Degree in Education from the University of Massachusetts, Amherst. He holds the Series 65 certification.