Andrew Kane personal email
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Andrew has spent over 24 years in the Financial Services Industry managing portfolios of high net worth private clients and families, small corporations, pension plans for growth and tax efficiency of the investor as well as Latin American and Caribbean clients.He is a graduate of the University of Florida with a degree in Marketing and Finance. He currently holds his series 7, 63, 65, 31 licenses along with his life, health insurance and variable annuity license. Andrew recognizes that when you select an investment advisor, you entrust that institution with responsibilities that can affect you and your family for years to come...a decision not to be taken lightly. He and his multi-lingual team are committed to providing clients personalized, concierge oriented, financial services and expert advice, which brings great value in the resolution of complex situations.
Blue Chip Wealth Management Inc
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PresidentBlue Chip Wealth Management Inc Sep 2015 - PresentMiami Beach, FloridaOpened a family office in Miami Beach to focus on Wealth Management for High Net Worth families.
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Managing Partner, Senior Portfolio ManagerPlatinum Wealth Partners Inc Nov 2010 - Sep 2015Miami/Fort Lauderdale AreaFamily office with focus on high quality investments in equities, fixed income, annuities, mutual funds and life insurance. -
Senior Vice President-Portfilio ManagerMorgan Stanley Smith Barney Aug 2003 - Oct 2010Miami/Fort Lauderdale AreaWorked with investors to properly diversify and manage their portfolio holdings and focus on tax minimization. -
Senior Vice President, Portfolio ManagerWachovia Securities Financial Network Oct 2000 - Jul 2003Miami , Florida -
Senior Vice PresidentSalomon Smith Barney Apr 1998 - Nov 2000Miami, FloridaManaged portfolios of High Net Worth investors.
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First Vice President Wealth ManagementMerrill Lynch Apr 1994 - Apr 1998Miami Beach, Florida
Andrew Kane Skills
Andrew Kane Education Details
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Business, Management, Marketing, Related Support Services, And Finance -
Business Administration And Management, General
Frequently Asked Questions about Andrew Kane
What company does Andrew Kane work for?
Andrew Kane works for Blue Chip Wealth Management Inc
What is Andrew Kane's role at the current company?
Andrew Kane's current role is President and Senior portfolio manager of Blue Chip Wealth Management.
What is Andrew Kane's email address?
Andrew Kane's email address is an****@****ail.com
What schools did Andrew Kane attend?
Andrew Kane attended University Of Florida, University Of Miami.
What are some of Andrew Kane's interests?
Andrew Kane has interest in Swimming, Spending Time With My Family, Golf, Skiing.
What skills is Andrew Kane known for?
Andrew Kane has skills like Financial Risk Management, Portfolio Management, Fixed Income, Variable Annuities, Fixed Annuities, Alternative Investments, Mutual Funds, 401k, 401k Rollovers, Iras, Wealth Management Services, Family Office.
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