Profiel
Mr. Andrew Kirchner is a Client Service & Portfolio Manager at Elevation Wealth Partners LLC (California).
He joined the firm in 2020 with over 6 years of investment and financial services experience.
Mr. Kirchner began his career as an Analyst for a boutique investment advisor in Maryland.
He later moved to California where he worked for a regional broker dealer serving financial advisors.
He then became an overlay manager at Envestnet where he was responsible for trading and rebalancing investment accounts.
He earned a B.S.
from the University of Maryland, Global Campus, a B.S.
from Salisbury University, and an MBA from the University of Maryland, College Park.
Actieve functies van Andrew Kirchner
| Bedrijven | Functie | Begin |
|---|---|---|
ZRC Wealth Management LLC
ZRC Wealth Management LLC Investment ManagersFinance Elevation's investment approach is based on timeless economic principles and academically proven investment strategies. The firm focuses on developing diversified portfolios, principally through the use of institutional, mostly low-cost, tax- efficient, no load mutual funds or Exchange Traded Funds (ETFs). | Portefeuillebeheerder-Aandelen | 01-11-2020 |
Eerdere bekende functies van Andrew Kirchner
| Bedrijven | Functie | Einde |
|---|---|---|
Arrow Investment Advisors LLC
Arrow Investment Advisors LLC Investment ManagersFinance Arrow focuses on creating value for their shareholders by offering investment strategies that seek to enhance returns and mitigate risk. The firm specializes in developing, manufacturing, managing and distributing mutual funds, variable trust funds, ETFs and wrap programs. | Corporate Officer/Principal | 01-01-2013 |
Opleiding van Andrew Kirchner
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Arrow Investment Advisors LLC
Arrow Investment Advisors LLC Investment ManagersFinance Arrow focuses on creating value for their shareholders by offering investment strategies that seek to enhance returns and mitigate risk. The firm specializes in developing, manufacturing, managing and distributing mutual funds, variable trust funds, ETFs and wrap programs. | Finance |
Salisbury State University
Salisbury State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ZRC Wealth Management LLC
ZRC Wealth Management LLC Investment ManagersFinance Elevation's investment approach is based on timeless economic principles and academically proven investment strategies. The firm focuses on developing diversified portfolios, principally through the use of institutional, mostly low-cost, tax- efficient, no load mutual funds or Exchange Traded Funds (ETFs). | Finance |
















