Andrew joined Lebenthal in June 2025 as the Financial Planning Advisor, bringing with him a strong background in financial planning, investment strategy, and client advisory services. In his current role, he will be working closely with clients to develop tailored strategies that align with their long-term financial goals. Before joining Lebenthal, Andrew served as a Client Advisor at Northern Trust Wealth Management, where he advised individuals and families on comprehensive investment, retirement, and estate planning strategies. He began his career at Fiduciary Trust International, a globally recognized trust company, where he supported client portfolios and planning needs. 

Andrew is a CERTIFIED FINANCIAL PLANNER®, a designation he earned in August 2021. In addition, he also holds the Certified Investment Management Analyst® credential, which he obtained in January 2022. He is a graduate of Molloy University, where he earned a Bachelor of Science in Finance in 2017.