Andrew Kane

Andrew Kane Email and Phone Number

President and Senior portfolio manager of Blue Chip Wealth Management @
Andrew Kane's Location
Miami Beach, Florida, United States, United States
Andrew Kane's Contact Details

Andrew Kane personal email

About Andrew Kane

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.

Andrew Kane's Current Company Details
BLUE CHIP WEALTH MANAGEMENT INC

Blue Chip Wealth Management Inc

President and Senior portfolio manager of Blue Chip Wealth Management
Andrew Kane Work Experience Details
  • Blue Chip Wealth Management Inc
    President
    Blue Chip Wealth Management Inc Sep 2015 - Present
    Miami Beach, Florida
    Opened a family office in Miami Beach to focus on Wealth Management for High Net Worth families.
  • Platinum Wealth Partners Inc
    Managing Partner, Senior Portfolio Manager
    Platinum Wealth Partners Inc Nov 2010 - Sep 2015
    Miami/Fort Lauderdale Area
    Family office with focus on high quality investments in equities, fixed income, annuities, mutual funds and life insurance.
  • Morgan Stanley Smith Barney
    Senior Vice President-Portfilio Manager
    Morgan Stanley Smith Barney Aug 2003 - Oct 2010
    Miami/Fort Lauderdale Area
    Worked with investors to properly diversify and manage their portfolio holdings and focus on tax minimization.
  • Wachovia Securities Financial Network
    Senior Vice President, Portfolio Manager
    Wachovia Securities Financial Network Oct 2000 - Jul 2003
    Miami , Florida
  • Salomon Smith Barney
    Senior Vice President
    Salomon Smith Barney Apr 1998 - Nov 2000
    Miami, Florida
    Managed portfolios of High Net Worth investors.
  • Merrill Lynch
    First Vice President Wealth Management
    Merrill Lynch Apr 1994 - Apr 1998
    Miami Beach, Florida

Andrew Kane Skills

Financial Risk Management Portfolio Management Fixed Income Variable Annuities Fixed Annuities Alternative Investments Mutual Funds 401k 401k Rollovers Iras Wealth Management Services Family Office Equities Trading Strategies Securities Investment Advisory Asset Management

Andrew Kane Education Details

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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