Coleman is an associate client portfolio manager working with our client portfolio manager team. He joined us in March 2021 from Prudential Financial where he served as a financial advisor focused on financial planning for his clients.
Mr. Andrews earned a Bachelor of Arts in international global studies (international economics) with a minor in finance from The University of the South in Sewanee, Tennessee. At Sewanee, he was a member of the golf team and president of the student-led Investment Club that managed a small portion of the university’s endowment. As part of his studies, he also earned a certificate from Vanderbilt University’s Financial Bootcamp Accelerator program. He currently holds the Series 66, 7, and Life, Health & Annuities licenses.