You're signed outSign in or to get full access.
Andrew Hall
Alternative Investment Analyst at Diversify Wealth Management, LLC
About
Andrew Hall serves as an Alternative Investment Analyst at Diversify Wealth Management, LLC, based in Provo, UT. In this role, he focuses on sourcing, analyzing, and reporting on alternative investment opportunities for the firm's clients, with an emphasis on private real estate, real assets, and alternative credit sectors. His analytical work supports portfolio construction and due diligence across a variety of non-traditional asset classes.
Previously, Andrew gained hands-on industry experience in real estate acquisitions at Utah Home Advisor, where he specialized in identifying high-value property investments and conducting market research. He also has a background in automated marketing solutions, having worked at Bateman Collective, where he streamlined client engagement and technology integration processes.
Andrew holds an MBA with a financial emphasis from Utah Valley University's MBA program, a Bachelor’s in Strategic Management from Brigham Young University, and an Associate of Arts in General Studies from Yakima Valley College. His expertise positions him to evaluate and recommend alternative assets, drawing on a blend of financial analysis, real estate acquisition, and strategic business management skills.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversify | Alternative Investment Analyst | Sep 2024 to Present | ▪ Conducted thorough due diligence by reviewing Private Placement Memoranda (PPMs), appraisals, and other key documents for alternative investment programs such as DSTs and funds. ▪ Developed financia... |
| Utah Home Advisor | Real Estate Acquisition | May 2024 to Aug 2024 | Negotiated and closed a property purchase, securing a home valued at $457,100 for $385,000, achieving a savings of over $72,000. Conduct proactive door-to-door outreach to homeowners facing foreclosur... |
| Bateman Collective | Marketing Automations | Jul 2023 to May 2024 | Managed ads for 150+ wholesale real estate clients on Facebook, Instagram, Google, and Microsoft. Performed data analysis to improve ad performance. Managed and created data integrations for multiple ... |
| Utah Retirement Systems | Investment Consultant | Sep 2023 to Dec 2023 | Provided recommendations on strategic asset allocation for a $42.1 billion investment portfolio. Conducted analysis on inflation-linked bonds, inflation-indexed securities, and real estate. Used Pytho... |
| Clozd | Associate | Jul 2023 to Sep 2023 | Clozd provides innovative win-loss services and technology to help B2B solution providers improve win rates, build better products, and strengthen competitive advantage. |
| Centurion Security Services, LLC | Recruitment Manager | May 2022 to Apr 2023 | ▪ Participate in company-wide meetings discussing strategies for growth and developing solutions to improve productivity ▪ 20% improvement in the accuracy of the applicant selection process ▪ Decrease... |
| Brigham Young University | Front Office Specialist | Sep 2021 to Aug 2022 | ▪ Facilitate communications within the department and fielded interactions with the public via in-person interactions, emails, and phone calls ▪ Implement and develop office procedures and records sys... |
Education
Utah Valley University MBA
Master of Business Administration - MBA, Financial Emphasis
2024 — 2025
Brigham Young University
Bachelor's degree, Strategic Management
2021 — 2024
Yakima Valley College
Associate of Arts - AA, General Studies
2017 — 2019
Others at Diversify Wealth Management, LLC (7)
| Name | Role | Location |
|---|---|---|
| Trader | Centerville, UT , United States | |
| Investment Analyst | Orem, UT , United States | |
| Equities and Options Trader | Sandy, UT , United States | |
| Portfolio Analyst | Provo, UT , United States | |
| Associate | Provo, UT , United States | |
| Portfolio Analyst | Orem, UT , United States | |
T Tomasz Soltyka | Trader | Salt Lake City, UT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Associate | Drive Wealth Management, LLC | Lindon, UT , United States | |
| Chief Investment Officer | Drive Wealth Management, LLC | Salt Lake City, UT , United States | |
C Chris Heyman | Chief Investment Officer | Rovin Capital /ut/ /adv | Provo, UT , United States |
| Sr. Portfolio Manager Private Debt fund | Rovin Capital /ut/ /adv | Salt Lake City, UT , United States |