David Andrzejewski Email & Phone Number

Milwaukee, Wi, Us

Milwaukee, Wisconsin, United States

NM's Wealth Management Company (WMC) is a wholly-owned subsidiary of Northwestern Mutual within the Wealth and Investment Management Department (Wealth). Wealth manages more than $300 billion in assets, with more than $14 billion managed by the Private Client Services (PCS) team. PCS is an investment management team that manages portfolios for clients with at least $2 million in assets. I lead a team of 14 portfolio managers and associate portfolio managers and am personally responsible for the day-to-day management of roughly $1 billion of client assets as well as the strategic direction of the high-net-worth offering. We build strong financial relationships with our advisors and clients in an effort to achieve superior results.

Milwaukee, Wi

NM's Wealth Management Company (WMC) is a wholly-owned subsidiary of Northwestern Mutual within the Investment Products and Services Department (IPS). IPS manages more than $130 billion in assets, with approximately $5 billion managed by the Private Client Services (PCS) team. PCS is an investment management team that manages portfolios for clients with at least $1 million in assets. I lead a team of 8 portfolio managers and associate portfolio managers and am personally responsible for the day-to-day management of roughly $500 million of client assets. Key duties include fundamental and technical investment analysis, buy/sell decisions, creation of transition plans for accounts that come over in-kind, trading, and assisting Wealth Management Advisors in describing our investment process to their prospects.

Mason Street Advisors, LLC (MSA) is a wholly-owned subsidiary of Northwestern Mutual and a registered investment adviser. MSA manages over $100 billion dollars for NM and has expertise in equity and fixed income, as well as derivatives. I am primarily responsible for the compliance and related risk management functions for its registered investment company client (Northwestern Mutual Series Fund, Inc.) as well as MSA's derivative program.

Responsible for the fund administration and related fund accounting operations of the Northwestern Mutual Series Fund, Inc. The Series Fund is a registered investment company whose underlying portfolios are investment options of NM's Variable Annuity and Variable Life insurance policies. I was primarily responsible for overseeing the tax accounting and financial statement preparation of the aformentioned proprietary portfolios.

Fund accountant for the Northwestern Mutual Series Fund, Inc., a registered investment company. Primarily responsible for the accounting and pricing functions, as well as the preparation of financial statements and the Series Fund's registration statement.

Bachelor Of Business Administration (B.B.A.), Accounting

Education record