Associate Client Portfolio Manager
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.