Andrew Poreda
VP, Senior Research Analyst at Sage Advisory Services, Ltd.co.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sage Advisory | VP, Senior Research Analyst | Aug 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 Defense | Investment Advisory Committee Member-DOD Investment Board | Oct 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 Navy | Officer-US Navy Reserve | Aug 2019 to Present | Currently serving as a Commander in the United States Navy Reserves out of NRC Austin. |
| Sage Advisory | Research Analyst | Apr 2019 to Aug 2021 | Research analyst in both the quantitative solutions and ESG investing groups. |
| US Navy | Department Head | Oct 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 Navy | Quality Assurance Officer | May 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 Navy | Instructor Pilot | Jul 2012 to Apr 2015 | Primary flight instructor at VT-28 for student naval aviator training, flying the T-34C. |
| US Navy | Helicopter Pilot | Jun 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 Navy | Student Naval Aviator | Aug 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)
| Name | Role | Location |
|---|---|---|
| Vice President Portfolio Management | United States | |
C Christina Criswell | Associate Portfolio Manager | United States |
| Vice President, Quantitative Research | Austin, TX , United States | |
| Vice President, Responsible Investing Research | Austin, TX , United States | |
| Managing Partner | Austin, TX , United States | |
M Michael Walton | Managing Partner | Austin, TX , United States |
| Vice President, Portfolio Management | Austin, TX , United States | |
R Ron Zboril | Trader and Asst. PM | Austin, TX , United States |
X Xochitl Maldonado | Research Analyst | Austin, TX , United States |
| Associate | Austin, TX , United States |