Andy Lumb

Andy Lumb is a Private Equity Associate at HM Payson & Co in Portland, Maine, where he works directly with clients to help them understand the nuances of private equity as an asset class and its strategic role in portfolio diversification. His responsibilities include client education, private equity investment analysis, and supporting the growth of the firm's private equity group, leveraging his deep expertise in alternative investments and portfolio management.

Andy brings substantial experience in alternative investments, having served as Senior Analyst at MainePERS, where he focused extensively on private market strategies, including private equity, hedge funds, and real assets. His background also includes a decade at Transamerica Retirement Solutions as a Technical Implementation Specialist, which provided him with a strong foundation in financial operations and retirement plan solutions.

He holds a Bachelor of Science in Mathematics from Trinity College-Hartford and is a member of the CAIA Association, underscoring his commitment to professional excellence in alternative asset management. Andy is particularly recognized for his expertise in private equity and alternative asset classes, contributing to the advancement and understanding of private investments among institutional and individual clients in the New England region.