Andrew Heaney Cfa Email and Phone Number

Responsible for the coverage of the global Technology sector, including investment recommendations, company reports, and industry analysis Provide thought leadership on global equity market themes including AI, Cloud Computing, Cybersecurity, and ESG, through white papers, monthly portfolio updates, and daily written commentary for the firm’s flagship publication, "Morning Research Notes" Manage the Core International Model Portfolio, a turnkey solution for advisors with a consistent record of alpha generation since inception in 2014.Leverage extensive expertise in analyzing companies developing and deploying AI technology across various industries including hardware, chips, and software.Develop deep understanding of AI technology evaluation, including assessing AI algorithms, data sets, infrastructure, and market potential.Ability to identify market trends and opportunities in the AI space, and leverage this knowledge to drive strategic investment decisions.Proficient in evaluating AI-driven business models, revenue projections, and growth strategies.

Act as lead portfolio manager on the Core International Portfolio, which is utilized by Ameriprise Advisors to offer clients international equity exposure through investment in individual equitiesCreate and maintain country-specific recommended lists intended to highlight the best long and short term, region specific, investment ideas generated by the quantitative models Develop and implement multi-factor equity selection strategies for use in model portfolios and equity recommended listsPublish weekly commentary highlighting market developments from an factor perspective analyzing key drivers of performance for growth, value, momentum, size, low-vol and quality factors.

•Development and application of the proprietary database and algorithms•Statistical assessment of the client’s current investment/trading strategy•Recommendations for changes, based on the output of their proprietary simulation software

•Performed as lead market-maker on the floor of the NYSE in over 50 small and micro-cap common and preferred stocks, as well as closed-end funds•Developed trading and investing strategies based on the output of financial models and overall economic analysis •Built and maintained financial models of firm-specific financials as well as industry averages for ongoing analysis of comparative and market-based valuations