About
Andrei Costas is a Senior Investment Analyst at Avidian Wealth Solutions, LLC, based in Houston, TX. He joined Avidian in 2013 as a Quantitative Equity Analyst Intern and progressed to Portfolio Manager and investment adviser roles, where he specializes in comprehensive portfolio management, quantitative analysis, and investment consulting for high net worth clients.
Costas's investment expertise spans equity markets, asset allocation, and tax-efficient portfolio strategies. At Avidian, he collaborates closely with clients on financial planning, risk management, and tailored investment solutions, with a notable focus on equity asset classes, holistic wealth management, and portfolio review and stress testing.
He completed his MBA at Rice University’s Jesse H. Jones Graduate School of Management and holds a Bachelor of Science in Business from the University of Maryland, College Park. Costas is recognized for his quantitative approach and commitment to client-centered, fiduciary advice in Houston’s investment management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| STA Wealth Management | Senior Investment Analyst | Jul 2014 to Present | — |
Education
Rice University - Jesse H. Jones Graduate School of Management
Master of Business Administration (MBA)
2012 — 2014
University of Maryland
Bachelors of Science, Business
2001 — 2004
Skills & Expertise
Others at Avidian Wealth Solutions, LLC (6)
| Name | Role | Location |
|---|---|---|
 | Partner | Houston, TX , United States |
 | Managing Partner | Austin, TX , United States |
 | Senior Portfolio Manager | Houston, TX , United States |
 | Trading Supervisor | Houston, TX , United States |
J Jake Borbidge | Chief Investment Officer | Houston, TX , United States |
N Nan Lu | Senior Portfolio Manager | Houston, TX , United States |
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 | Portfolio Manager | Financial Synergies Wealth Advisors, Inc. | Houston, TX , United States |
 | Chief Investment Officer | Managing Partner | Financial Synergies Wealth Advisors, Inc. | Houston, TX , United States |
 | Portfolio Management and Trading | Corda Investment Management, LLC. | Houston, TX , United States |
 | Portfolio Manager | Corda Investment Management, LLC. | Houston, TX , United States |
S Scot Johnson | Principal and Chief Investment Officer | Adell Harriman & Carpenter Inc. | Houston, TX , United States |
S Steve Adell | Principal | Adell Harriman & Carpenter Inc. | Houston, TX , United States |
