Andrew is Executive Vice President of TAG Advisors and a Securities Principal of Cambridge Investment Research. Andrew’s primary roles include field development and supervision. He has a leading role in recruiting and assisting advisors successfully transition their businesses to TAG. He is also an active advisor, giving him perspective on the challenges and opportunities of advisors.
Prior to TAG Advisors and Cambridge, Andrew served in various roles with Waddell & Reed, Raymond James & Associates, Merrill Lynch, and Charles Schwab & Co. Andrew is on the Technology Council for Cambridge and actively participates in industry technology events.