Andrew Rudd Email & Phone Number

Walnut Creek, Ca, Us

Andrew founded Advisor Software Inc. (www.advisorsoftware.com) in 1995, with the mission to advance science of wealth planning. Advisor Software Inc. (ASI) is a market leader in providing solutions which enable financial institutions and investment advisors to improve the quality and delivery of investment advice. ASI pioneered the first, goal-driven, end-to-end technology platform for delivering a dynamic wealth plan that addresses an investor’s entire financial life and evolves as market conditions and personal circumstances change over time. ASI’s most recent product, ASI Wealth Manager, is a goal-driven investment planning platform that couples institutional-caliber analytics and holistic management of the household balance sheet to deliver richer, more personalized advice to a wide range of investors.

Andrew cofounded Barra, Inc. in 1974, while doing his PhD at the University of California, Berkeley. Barra went public in 1991. Andrew was the Chairman of Barra from 1974 till 2004, when it was acquired by Morgan Stanley Capital International, and renamed MSCI Barra. Under Andrew’s guidance Barra developed risk management technologies, investment portfolio analysis methods, trading technologies and a vision for the modern management of large pools of assets, which subsequently became the professional standard on a global basis.

Phd, Operations Research, Finance

Mba, Finance, International Business