Andrew Popenfoose

Andrew Popenfoose is the Chief Investment Officer and Principal at SYM Financial Advisors, based in Winona Lake, Indiana. In this capacity, he leads the firm’s investment strategy, manages portfolio construction, and oversees market research, drawing from an extensive background in investment analysis and portfolio management. His day-to-day responsibilities include guiding the investment committee, setting asset allocation policy, and communicating market insights to clients and stakeholders.

Popenfoose’s investment expertise spans public equity and fixed income markets, with a focus on strategic asset allocation, risk management, and implementing evidence-based investment strategies. He works closely on custom portfolio solutions for individuals, nonprofit organizations, retirement plans, and institutional clients, particularly emphasizing diversified long-term growth and downside risk mitigation. He also regularly shares insights on navigating market volatility, investment planning, and retirement strategies across various client sectors, including nonprofits and medical professionals.

With prior roles including Visiting Lecturer in investments and portfolio management at Loyola University Chicago’s Quinlan School of Business, and Associate at Analysis Group, his background encompasses both academic and applied finance. Popenfoose holds a Master of Science in Finance and a Bachelor of Science in Management from Purdue University, as well as an MBA from Winthrop University. He is a Chartered Financial Analyst (CFA) charterholder, known for his commitment to investor education and service to the investment community.