Andrea Conway

Andrea Conway Email and Phone Number

Wealth Planning Analyst at Kovitz @ Kovitz
chicago, illinois, united states
Andrea Conway's Location
Greater Chicago Area, United States
Andrea Conway's Contact Details

Andrea Conway work email

Andrea Conway personal email

n/a
About Andrea Conway

I am a graduate from St. Olaf College, where I received my bachelor’s degree in Economics with an emphasis in Finance. In addition to my academics, I competed on St. Olaf’s NCAA Softball team for all four years. I joined Kovitz in 2023 as a Wealth Planning Analyst. In this role, I partner with advisors to deliver wealth planning services to high-net-worth clients and households. I passed the CFP® exam in November of 2024.

Andrea Conway's Current Company Details
Kovitz

Kovitz

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Wealth Planning Analyst at Kovitz
chicago, illinois, united states
Website:
kovitz.com
Employees:
80
Andrea Conway Work Experience Details
  • Kovitz
    Wealth Planning Analyst
    Kovitz Sep 2023 - Present
    Chicago, Illinois, United States
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  • Rbc Wealth Management
    Product Associate, Alternative Investments
    Rbc Wealth Management Jan 2023 - Sep 2023
    Minneapolis, Minnesota, United States
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  • Rbc Wealth Management
    Alternative Investments Intern
    Rbc Wealth Management Jun 2022 - Aug 2022
    Minneapolis, Minnesota, United States
    View
  • Chase
    Associate Banker
    Chase Oct 2020 - Sep 2021
    Elgin, Illinois, United States
    View

Andrea Conway Education Details

Frequently Asked Questions about Andrea Conway

What company does Andrea Conway work for?

Andrea Conway works for Kovitz

What is Andrea Conway's role at the current company?

Andrea Conway's current role is Wealth Planning Analyst at Kovitz.

What is Andrea Conway's email address?

Andrea Conway's email address is an****@****rbc.com

What schools did Andrea Conway attend?

Andrea Conway attended St. Olaf College, Depaul University.

Who are Andrea Conway's colleagues?

Andrea Conway's colleagues are Lori Cullina, Abhiram Chundru, Ed Edens, Mba, Cfp®, Jason R. Clark, Cfa, Alyssa Tacconelli, John Erickson, Lexi Kovitz.

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