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Andrew Poreda

Andrew Poreda

VP, Senior Research Analyst at Sage Advisory Services, Ltd.co.

Austin, TX , United States

About

Andrew S. Poreda is Vice President and Senior Research Analyst at Sage Advisory in Austin, TX, where he specializes in Responsible Investing with an emphasis on ESG (Environmental, Social, Governance) integration and sustainable investment strategies. In this role, he leads analysis and research for Sage’s Responsible Investing team and serves on the firm’s Investment Committee, contributing to ESG methodologies and stewardship frameworks focused on fixed income asset classes and sustainable portfolio solutions.

Before joining Sage Advisory, Andrew began his professional journey as a Naval Aviator with the U.S. Navy, serving on active duty for 13 years and now continuing as an officer in the U.S. Navy Reserve. He has recently been appointed as an Investment Advisory Committee Member for the DOD Investment Board at the United States Department of Defense. His investment research covers sectors related to ESG risks and opportunities, fixed income securities, and sustainable investing across institutional portfolios.

Andrew holds an MBA with Distinction from the Naval Postgraduate School and a Bachelor’s Degree in Economics from Rice University. He is a Chartered Financial Analyst (CFA), a Fundamentals of Sustainability Accounting (FSA) Credential holder, and has a Sustainable Investing Certificate from the CFA Institute. Throughout his career, Andrew has been recognized for his expertise in integrating ESG insights into investment analysis, helping institutional clients navigate the evolving landscape of sustainable and responsible investment practices.

Career History

OrganizationRoleDate RangeDetails
Sage AdvisoryVP, Senior Research AnalystAug 2021 to Present
Senior research analyst on the Responsible Investing Team. Leads efforts to integrate sustainability into both fundamental credit analysis and portfolio construction. Also serve on the firm's investm...
United States Department of DefenseInvestment Advisory Committee Member-DOD Investment BoardOct 2024 to Present
The DOD Investment Advisory Committee provides guidance and oversight on how the DOD manages its large retirement-related funds, to include the Military Retirement Fund (MRF).
US NavyOfficer-US Navy ReserveAug 2019 to Present
Currently serving as a Commander in the United States Navy Reserves out of NRC Austin.
Sage AdvisoryResearch AnalystApr 2019 to Aug 2021
Research analyst in both the quantitative solutions and ESG investing groups.
US NavyDepartment HeadOct 2016 to Jul 2019
Department Head for HSM-78 (MH-60R helicopter squadron). Served as Officer-in-Charge of Combat Element TWO, Training Officer, and Operations Officer. Participated in two Western Pacific deployments ...
US NavyQuality Assurance OfficerMay 2015 to Oct 2016
Plankowner (founding member) of the helicopter squadron HSM-79. Served as the quality assurance officer, public affairs officer, and senior watch officer.
US NavyInstructor PilotJul 2012 to Apr 2015
Primary flight instructor at VT-28 for student naval aviator training, flying the T-34C.
US NavyHelicopter PilotJun 2008 to Jun 2012
Helicopter Pilot in the MH-60R assigned to HSM-77. Participated in 2 deployments to the Western Pacific and Middle East as part of the Abraham Lincoln Strike Group and Carrier Air Wing Two.
US NavyStudent Naval AviatorAug 2006 to Jun 2008
Flight school student flying the T-34C and TH-57B/C.

Education

Naval Postgraduate School

Master of Business Administration (M.B.A.), Business Administration and Management, General

2013 2015

Rice University

Bachelor's Degree, Economics

2002 2006

Others at Sage Advisory Services, Ltd.co. (12)

NameRoleLocation
Andrew Demand
Andrew Demand
Vice President Portfolio ManagementUnited States
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Christina Criswell
Associate Portfolio ManagerUnited States
Doug Benning
Doug Benning
Vice President, Quantitative ResearchAustin, TX , United States
Emma Harper
Emma Harper
Vice President, Responsible Investing ResearchAustin, TX , United States
Jeffery Timlin
Jeffery Timlin
Managing PartnerAustin, TX , United States
M
Michael Walton
Managing PartnerAustin, TX , United States
Nicholas Erickson
Nicholas Erickson
Vice President, Portfolio ManagementAustin, TX , United States
R
Ron Zboril
Trader and Asst. PMAustin, TX , United States
X
Xochitl Maldonado
Research AnalystAustin, TX , United States
Alex Bender
Alex Bender
AssociateAustin, TX , United States
Showing 1-10 of 12 team members