Bob Andres - Financial Strategist Email and Phone Number

www.AndresCapital.com / Andres@AndresCapital.com / 484-428-3977 Mr. Andres has spent the last 40 years as an innovator and leader in the world of fixed income investments. His leadership experiences across the broad spectrum of both tax-exempt and taxable products are unique and underscore the depth of understanding he offers in support of fixed income investors. He has played an active role in managing assets in fluid economic conditions – during both rising and declining rate environments – and in the face of rising geo-political events. His Wall Street career highlights include: National Sales Manager for Municipal Securities at Kidder Peabody; National Sales Manager at Merrill Lynch where he led Merrill’s efforts to finance both the Dallas-Fort Worth Airport and the Meadowlands Sports Complex; Director of Taxable Credit and Underwriting at Merrill, with responsibility for positioning, hedging, and risk management; and President – Merrill Lynch Mortgage Capital Corporation, with responsibility for all mortgage-backed securities trading, hedging, research, and investment banking.Bob’s post-Wall Street career began when he co-founded Martindale Andres & Company, a buy-side investment management organization focused on fixed income and small cap equities. He functioned as the firm’s President and Chief Investment Officer of Fixed Income, overseeing $1.2 billion in fixed income assets. Subsequently, Bob served as Chief Investment Strategist for Envestnet, a publicly traded investment solutions company serving more than 36,000 investment advisors and overseeing nearly $700 billion in assets. He is also the founder and editor of the Andres Review, a publication that seeks to provide intellectually honest and impartial economic and market commentary. His writings have gained wide distribution within the advisor community.His has been featured in Barron’s, Institutional Investor, and has appeared regularly on CNBC, Fox Business, and Bloomberg.