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Andrew Hall

Andrew Hall

Alternative Investment Analyst at Diversify Wealth Management, LLC

Provo, UT , United States

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

OrganizationRoleDate RangeDetails
DiversifyAlternative Investment AnalystSep 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 AdvisorReal Estate AcquisitionMay 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 CollectiveMarketing AutomationsJul 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 SystemsInvestment ConsultantSep 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...
ClozdAssociateJul 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, LLCRecruitment ManagerMay 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 UniversityFront Office SpecialistSep 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)

NameRoleLocation
D Brennen Hansen
D Brennen Hansen
TraderCenterville, UT , United States
Brandon Hill
Brandon Hill
Investment AnalystOrem, UT , United States
Jackson Larson
Jackson Larson
Equities and Options TraderSandy, UT , United States
Makay Blackburn
Makay Blackburn
Portfolio AnalystProvo, UT , United States
Nathan Brockbank
Nathan Brockbank
AssociateProvo, UT , United States
Sam Daybell
Sam Daybell
Portfolio AnalystOrem, UT , United States
T
Tomasz Soltyka
TraderSalt Lake City, UT , United States

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