Andrew Garcia, CFA, CIPM®

Andrew Garcia Headshot

Fixed Income Portfolio Manager and Performance Analyst


Andy joined in October of 2016 as the team’s trader and performance analyst. His duties at the firm include trading, generating and analyzing composite and portfolio performance, and compliance. Prior to joining the firm, he worked as a transaction settlement analyst at JP Morgan, focusing on overseeing the life cycle of domestic fixed income & equity trades.

Mr. Garcia graduated from the University of Delaware in 2014 with a Bachelor’s degree in Finance. He has earned the right to use the Certificate in Investment Performance Measurement™ and the has been awarded the Chartered Financial Analyst (CFA) designation.