Andy Finnegan, Cfa, Caia Email and Phone Number
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Andy Finnegan, Cfa, Caia personal email
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1. About Me: Girl dad, recall is my superpower (h/t writing notes), Boston, hybrid asset management WealthTech, finalist for Financial Planning "Rising Stars" 2023, Celtics, french bulldog, enjoy walks in Paris with my wife. My newborn son survived major open heart surgery November 2023 🦁♥️. I value humility, courage, and the belief that meaningful, hard work is more rewarding than easy wins. 2. Avid reader of industry / interesting content, articles and white papers — often summarizing them to educate and inform clients, the industry and prospects. Favorites: Michael Kitces (Advisors), FinTwit, James Clear (Habits), David Perell (Writing), Paul Graham (Startups), Lenny Rachitsky (Product Manager), Ryan Holiday (Stoic, Daily Dad), GMO/Jeremy Grantham (Investing), Eric Barker (Psychology), Shreyas Doshi (Product Manager), Patrick O’Shaughnessy (Building), Jocko Willink (Extreme Ownership), Shane Parrish (Mental Models), Zain Khan (AI), David Senra (Founders), Samantha Russell (Marketing), Tim Urban (Behavior), Azeri Azhar (Exponential), Sahil Bloom (Improvement), Ted Seides (Capital Allocator), Animal Spirits (Advisor Podcast), April Dunford (Positioning). I occasionally post here: https://andyfinnegan.posthaven.com/ (thoughts are my own). 3. I strongly believe that Nebo Wealth helps advisors be better advisors and clients be better clients so that, in the end, the clients are better off. We often cite Jeremy’s adage that “if you do right by the client, everything else takes care of itself” and strive to live up to that idea. I have become a go-to expert for advisors to translate their financial plans into portfolios. This has historically been a gap in the industry, preventing advisors from being able to create tailored, goals-based and risk-optimized bespoke portfolios. 4. Grateful to wear the GMO letters on my jersey: one of the industry's leading asset management firms that provides me with tremendous access to institutional-caliber investment management data, research and analysis.5. Fun fact: I love taking my 5-YO daughter on Boston city dates — playground hopping, Dunkin, Bakery Bread, sprinklers, Happy Meals, being kind to workers, and saying “Kobe!” when shooting hoops.***The thoughts and opinions expressed herein belong to the author and do not necessarily reflect those of GMO or any of its affiliates. Please note that that communications sent through this platform may be archived by my employer.
Nebo Wealth
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Marketing LeadNebo Wealth May 2019 - PresentBoston, Massachusetts, UsNebo Wealth is an award-winning, open architecture asset management platform that represents a leap forward in goals-based wealth management. Our pioneering approach to asset allocation and portfolio design delivers the personalization that clients expect, with the scale and efficiency that advisors demand.
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Nebo Marketing Lead & Distribution StrategistGmo Jul 2019 - Mar 2024Boston, Massachusetts, Us• Nebo is an award-winning asset allocation and portfolio management platform that empowers financial advisors to design truly personalized portfolios for every client. • Proud to say Nebo has recently won an "Industry Disruptor" award, voted "Best Goals-Based Investment Platform," and named a finalist for "U.S. WealthTech of the Year" by a prominent industry group. • Responsible for capturing new “wealth” opportunities by harnessing the intellectual property we have already got (e.g. creating value by addressing new markets in unique, adaptable ways). • Highly cross-functional: work within and at the intersection of marketing, technology and business innovation to ensure we are using the most relevant and efficient technology tools to support distribution efforts. -
Global Client RelationsGmo Sep 2017 - Jul 2019Boston, Massachusetts, UsProvide dedicated support to Relationship Manager in an effort to build and maintain relationships with GMO’s institutional clients.
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Shareholder Services AssociateGmo Mar 2015 - Sep 2017Boston, Massachusetts, Us• Work with GMO portfolio managers, trading groups and client relationship managers to process and communicate shareholder cash flows for GMO Trust mutual funds, hedge funds, asset allocation products and separately managed accounts; coordinate client cash flows, communicate with clients and custodial bank(s); input transactions into internal systems; report transactions to GMO transfer agent(s); and notify GMO portfolio managers of cash flow activity.• Monitor and maintain accurate records of shareholder transaction activity and fund shares outstanding by share class. Identify discrepancies between transfer agent and fund records, and resolve these discrepancies in a timely fashion.• Input internal orders from trading teams for Fund of Funds and Asset Allocation clients, typically representing client cash flows or portfolio allocations to mutual funds based upon the investment team’s direction. Report these transactions to the fund’s custodian. • Perform project work as necessary for corporate and team initiatives.• Coordinate cash flow reporting of most firm investment products such as hedge fund and mutual fund shareholder transactions and aggregate portfolio flows to administrators and internal parties.• Coordinate successful cash movement of hedge fund flows between custodians and prime brokerage accounts.
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Senior Investor Services AssociateKaufman Rossin Fund Services Dec 2012 - Mar 2015Miami, Florida, Us• KRFS was named “Best Administrator Overall” in the under $30 billion assets under administration category (AUA) at the 2014 HFMWeek U.S. Hedge Fund Services Awards.• Communicated / solved ad hoc requests on a daily basis with Private Fund managers, auditors, transfer agents, custodians, relationship managers and investors.• Performed Web Demos for prospective hedge fund clients by introducing KRFS’s workflow model, technology model and investor services component. • Utilized Advent Partner to book capital activity for Fund clients such as subscriptions, redemptions and transfers in accordance to each Private Fund’s offering documents. • Performed anti-money laundering on behalf of the Fund according to regulations in the United States and Cayman Islands. • Approved subscription funds received in a timely fashion enabling the Investment Manager to invest the received funds as quickly as possible.• Processed wires for investor redemptions by using the JPMorgan and other bank websites. • Maintained the register of investors including contact details and other information to be used for regulatory tracking, audits, capital calls, distributions and investor reporting. -
Shareholder Service SpecialistAmundi Pioneer Sep 2011 - Dec 2012Boston , Ma, Us• Answered 50+ incoming investor calls per day for 15-months (15,000+ total calls). • Processed financial trades daily such as redemptions, exchanges, purchases and reallocations in accordance with IRS, SEC, NASD and fund prospectus guidelines. • Handled legal compliance situations daily including rollovers, transfers, indemnifications, death & divorce related transactions, and fraudulent account activity. • Assisted shareholders and registered financial representatives with account inquiries concerning the numerous mutual funds and products offered by Pioneer Investments, including voluntary, Roth IRA, Traditional IRA, Simple IRA, 403(b) and 401(k) plans. • Supported client tax reporting by explaining, reviewing and ordering tax forms such as a 1099-B, Cost Basis, 1099-R, 1099-DIV, 1099-Q, 1099-INT, Form 5498.• Solved more advanced problems by consulting with legal compliance department. -
Outbound Sales RepresentativeUniversity Directories May 2010 - Aug 2010Chapel Hill, North Carolina, Us• Initiated cold calls in person and managed interactions with various prospects.• Grew account base by 112% in 2010 over 2009.• Set a Lafayette College sales record for highest total sales.• Drove the third sales team in the nation to hit the company goal (out of 281 schools) and exceeded that goal by 23%.
Andy Finnegan, Cfa, Caia Skills
Andy Finnegan, Cfa, Caia Education Details
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Lafayette CollegePhilosophy -
Monsignor Donovan High School
Frequently Asked Questions about Andy Finnegan, Cfa, Caia
What company does Andy Finnegan, Cfa, Caia work for?
Andy Finnegan, Cfa, Caia works for Nebo Wealth
What is Andy Finnegan, Cfa, Caia's role at the current company?
Andy Finnegan, Cfa, Caia's current role is Marketing Lead @ Nebo Wealth | Girl Dad | Goals-Based Investing | Heart Warrior Dad | High School Sweetheart.
What is Andy Finnegan, Cfa, Caia's email address?
Andy Finnegan, Cfa, Caia's email address is an****@****gmo.com
What is Andy Finnegan, Cfa, Caia's direct phone number?
Andy Finnegan, Cfa, Caia's direct phone number is +173233*****
What schools did Andy Finnegan, Cfa, Caia attend?
Andy Finnegan, Cfa, Caia attended Lafayette College, Monsignor Donovan High School.
What are some of Andy Finnegan, Cfa, Caia's interests?
Andy Finnegan, Cfa, Caia has interest in Walking My French Bulldog, Children, Group Fit Classes, Academic Research/writing, Skiing, Golfing, Tennis.
What skills is Andy Finnegan, Cfa, Caia known for?
Andy Finnegan, Cfa, Caia has skills like Cold Calling, Sales, Marketing, Market Research, Account Management, Advertising, Social Media, Email Marketing, Powerpoint, Social Media Marketing, Competitive Analysis, Outlook.
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