Andrew Le, Cfa

Andrew Le, Cfa Email and Phone Number

Co-Founder, Chief Investment Officer @ Investable
Andrew Le, Cfa's Location
Las Vegas, Nevada, United States, United States
Andrew Le, Cfa's Contact Details

Andrew Le, Cfa personal email

n/a
About Andrew Le, Cfa

Investment professional since 2007 with background in fund due diligence, global equity research, and portfolio management/operations. Experience also includes five years in corporate/product finance, pricing, and strategy.Currently CIO and founding member of Investable Wealth Management, a startup digital investment advisor.University of Chicago Booth MBA 2024University of California, Santa Barbara BA 2007CFA charterholder since 2017

Andrew Le, Cfa's Current Company Details
Investable

Investable

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Co-Founder, Chief Investment Officer
Andrew Le, Cfa Work Experience Details
  • Investable
    Co-Founder, Chief Investment Officer
    Investable May 2024 - Present
    Investable is a payroll-linked digital wealth advisor with a mission to making saving and investing more accessible and effortless for millions of individuals. More details coming soon.
  • The Investment Counsel Company
    Vice President Of Research
    The Investment Counsel Company May 2023 - Jun 2024
    Las Vegas, Nv, Us
    Head of Research for top independent RIA in Nevada performing fund due diligence, macro research, and custom client portfolio analysis
  • Igt
    Senior Financial Analyst
    Igt Jun 2018 - May 2023
    London, Gb
    Financial Analyst for IGT focusing on product finance, pricing, and strategy for casino systems
  • Rotoballer
    Staff Writer
    Rotoballer Jan 2018 - Mar 2022
    New York, Us
    Commentary and analysis on MLB, NFL and Fantasy Sports newshttps://www.rotoballer.com/author/ale522
  • Scope Wealth Management
    Consultant
    Scope Wealth Management Sep 2017 - Mar 2018
    Collaborated with Scope Wealth Management partners on equity research, portfolio/risk management and marketing strategy
  • Geneva Advisors
    International Analyst
    Geneva Advisors Jan 2014 - Aug 2017
    Us
    Investment Analyst for all-cap International Equity funds - Emerging and Developed Markets
  • Whv Investment Management, Inc.
    Analyst, Assistant Portfolio Manager
    Whv Investment Management, Inc. Jul 2012 - Dec 2013
    San Francisco, Ca, Us
    Investment Analyst for Emerging Markets Equity, International Small Cap Equity, Domestic Equity funds
  • Whv Investment Management, Inc.
    Operations
    Whv Investment Management, Inc. Apr 2008 - Jul 2012
    San Francisco, Ca, Us
    Portfolio Accounting, Client Servicing, Communication, Portfolio Management Logistics

Andrew Le, Cfa Skills

Microsoft Excel Research Strategic Planning Portfolio Management Equities Microsoft Office Microsoft Word Powerpoint Outlook Emerging Markets International Investment Factset Crm Financial Modeling Financial Analysis Equity Research Asset Management

Andrew Le, Cfa Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Master Of Business Administration - Mba
  • Uc Santa Barbara
    Uc Santa Barbara
    Business Economics W/ Accounting Emphasis
  • Maastricht University
    Maastricht University

Frequently Asked Questions about Andrew Le, Cfa

What company does Andrew Le, Cfa work for?

Andrew Le, Cfa works for Investable

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

Andrew Le, Cfa's current role is Co-Founder, Chief Investment Officer.

What is Andrew Le, Cfa's email address?

Andrew Le, Cfa's email address is an****@****igt.com

What schools did Andrew Le, Cfa attend?

Andrew Le, Cfa attended The University Of Chicago Booth School Of Business, Uc Santa Barbara, Maastricht University.

What skills is Andrew Le, Cfa known for?

Andrew Le, Cfa has skills like Microsoft Excel, Research, Strategic Planning, Portfolio Management, Equities, Microsoft Office, Microsoft Word, Powerpoint, Outlook, Emerging Markets, International Investment, Factset.

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