Andrew Edstrom, Cfa, Cfp

Andrew Edstrom, Cfa, Cfp Email and Phone Number

Financial Advisor at WESCAP Group @ Onramp
Andrew Edstrom, Cfa, Cfp's Location
Santa Monica, California, United States, United States
Andrew Edstrom, Cfa, Cfp's Contact Details

Andrew Edstrom, Cfa, Cfp personal email

n/a

Andrew Edstrom, Cfa, Cfp phone numbers

About Andrew Edstrom, Cfa, Cfp

Andy Edstrom, CFA, CFP is a financial advisor and a member of the investment committee at WESCAP Group, where he manages wealth and provides financial advice to clients.Andy is the author of the book Why Buy Bitcoin: Investing Today in the Money of Tomorrow. Additionally, his opinions on Bitcoin have been published in The Wall Street Journal, and his opinions on regulation of the Internet monopolies have been published in The Economist.Before joining WESCAP Group, Andy was a professional investor at a private equity fund and a hedge fund. Prior to the Global Financial Crisis of 2008-2009 he caught a glimpse into the making of “financial sausage” while working at Goldman Sachs.Andy holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) credentials, as well as a Bachelor of Arts in Economics, Magna Cum Laude and Phi Beta Kappa, from Williams College.Andy lives in Los Angeles with his wife and children. He serves on the board of directors of the Robert M. Adams Foundation, a charitable foundation supporting education, healthcare research and other philanthropic activities.

Andrew Edstrom, Cfa, Cfp's Current Company Details
Onramp

Onramp

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Financial Advisor at WESCAP Group
Andrew Edstrom, Cfa, Cfp Work Experience Details
  • Onramp
    Head Of Managed Wealth
    Onramp Nov 2023 - Present
    Dallas, Texas, Us
    Multi-institution Bitcoin custody solution for financial advisors and their clients
    View
  • Wescap Group
    Financial Advisor And Investor
    Wescap Group Sep 2012 - Present
    Glendale, Ca, Us
    View
  • Swan Bitcoin
    Product Manager
    Swan Bitcoin Nov 2021 - Jun 2023
    Calabasas, Ca, Us
    Launched Swan Advisor Services, a service for financial advisors to buy, sell, monito actual Bitcoin for their clients.
    View
  • Tennenbaum Capital
    Principal
    Tennenbaum Capital May 2007 - Sep 2012
  • Ewing Management Group
    Associate
    Ewing Management Group 2006 - 2007
    Us
    View
  • Goldman Sachs
    Analyst
    Goldman Sachs 2004 - 2006
    New York, New York, Us
    View
  • Rothschild
    Analyst
    Rothschild 2003 - 2004
    Paris, France, Fr
    View
  • Barrington Associates
    Summer Analyst
    Barrington Associates 2002 - 2002

Andrew Edstrom, Cfa, Cfp Skills

Alternative Investments Hedge Funds Private Equity Investments High Yield Lbo Leveraged Finance Special Situations Valuation Financial Modeling Bonds Equities Investment Banking Fixed Income Personal Financial Planning Value Investing

Andrew Edstrom, Cfa, Cfp Education Details

  • Williams College
    Williams College
    Economics
  • Flintridge Preparatory School
    Flintridge Preparatory School
    High School

Frequently Asked Questions about Andrew Edstrom, Cfa, Cfp

What company does Andrew Edstrom, Cfa, Cfp work for?

Andrew Edstrom, Cfa, Cfp works for Onramp

What is Andrew Edstrom, Cfa, Cfp's role at the current company?

Andrew Edstrom, Cfa, Cfp's current role is Financial Advisor at WESCAP Group.

What is Andrew Edstrom, Cfa, Cfp's email address?

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What is Andrew Edstrom, Cfa, Cfp's direct phone number?

Andrew Edstrom, Cfa, Cfp's direct phone number is (310) 566*****

What schools did Andrew Edstrom, Cfa, Cfp attend?

Andrew Edstrom, Cfa, Cfp attended Williams College, Flintridge Preparatory School.

What skills is Andrew Edstrom, Cfa, Cfp known for?

Andrew Edstrom, Cfa, Cfp has skills like Alternative Investments, Hedge Funds, Private Equity, Investments, High Yield, Lbo, Leveraged Finance, Special Situations, Valuation, Financial Modeling, Bonds, Equities.

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