Sign in

You're signed outSign in or to get full access.

Andrew Ciccone

Andrew Ciccone

Trader at Kestra Investment Management, LLC

Austin, TX , United States

About

Andrew Ciccone is a Trader at Kestra Investment Management, based in Austin, Texas. He joined the firm in April 2024, where he is responsible for trading and execution, as well as assisting with portfolio construction. Kestra’s investment professionals typically focus on broad multi-asset investment solutions, and his work supports a range of asset classes including equities, fixed income, and alternative investments, as detailed in Kestra’s market research and portfolio guidance.

Before his role at Kestra, Andrew was a Margin Risk Specialist at TD Ameritrade, where he managed margin lending risk and supported risk-adjusted investing for retail clients from 2019 to 2024. He previously worked as a Retail Trading Specialist at TD Ameritrade, advising on retail trading accounts and facilitating order execution from 2017 to 2019.

Andrew holds a Master’s degree in Finance from The University of Texas at Dallas and a Bachelor of Arts in Economics from Binghamton University. His expertise spans trading operations, risk management, and retail brokerage, contributing to robust portfolio construction and investment management across various asset classes at Kestra Investment Management.

Career History

OrganizationRoleDate RangeDetails
Kestra Investment ManagementTraderApr 2024 to Present
TD AmeritradeMargin Risk SpecialistMay 2019 to Jun 2024
TD AmeritradeRetail Trading SpecialistSep 2017 to May 2019

Education

The University of Texas at Dallas

Master's degree, Finan

2020 2023

Binghamton University

Bachelor of Arts (BA), Economics

2010 2014

Skills & Expertise

Leadership
Microsoft Office
Microsoft Word
PowerPoint
Research
Risk Management
Microsoft Excel
Social Media
Public Speaking
Investments
Finance

Others at Kestra Investment Management, LLC (5)

NameRoleLocation
Kara Murphy
Kara Murphy
Chief Investment OfficerAustin, TX , United States
Amelia Hammond
Amelia Hammond
Senior TraderAustin, TX , United States
John Choquette
John Choquette
Investment AnalystAustin, TX , United States
Michael Humbert
Michael Humbert
Investment AnalystAustin, TX , United States
Ryan Chang
Ryan Chang
Investment AnalystAustin, TX , United States

Similar Fund Managers

NameRoleFundLocation
Jordan Flebotte
Jordan Flebotte
Portfolio ManagerKensington Asset Management, LLCAustin, TX , United States
Patrick Sommerstad
Patrick Sommerstad
Portfolio ManagerKensington Asset Management, LLCAustin, TX , United States
Amitabh Dugar
Amitabh Dugar
PartnerBridgeway Capital Management, LLCBoston, MA , United States
Christine Wang
Christine Wang
Portfolio ManagerBridgeway Capital Management, LLCHouston, TX , United States
Frank Holmes
Frank Holmes
CEO and Chief Investment OfficerU S Global Investors Inc.San Antonio, TX , United States
Michael Matousek
Michael Matousek
Head TraderU S Global Investors Inc.San Antonio, TX , United States
Bill Ketterer
Bill Ketterer
Portfolio ManagerSmith Group Asset Management, LLCDallas, TX , United States
Bridgett Perry
Bridgett Perry
Investment AssociateSmith Group Asset Management, LLCDallas, TX , United States