Andrew Frey, CFA®
Wealth Advisor
As a Wealth Advisor, Andy leverages his education and experience in the areas of portfolio management, economics, capital markets, and wealth planning so that his work may help clients reach their financial goals.
Andy has nearly two decades of experience in the investment management industry. He began his career as a small-cap equity analyst and then spent several years as an associate in trading, research, and portfolio management. He then devoted several years to advising individuals, families and non-profit foundations and endowments. Prior to re-joining United Capital, Andy worked as a wealth advisor and senior portfolio manager & equity analyst with Goldman Sachs Personal Financial Management, and then as a senior portfolio manager with U.S. Bank Private Wealth Management.
Andy earned his Bachelor of Arts in Economics in 2005, graduating Cum Laude from Willamette University. In 2008 he received his MBA with a concentration in finance and investments, graduating Magna Cum Laude from the University of Notre Dame. In 2014 Andy earned his Chartered Financial Analyst designation from the CFA Institute.
Outside of the office, Andy loves spending time with his wife and two children. He also enjoys playing and watching sports, travelling and is an avid reader.
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