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About
Andrew Wright is an Analyst at Verdence Capital Advisors LLC based in Naples, FL, where he focuses on researching macroeconomic trends and their impact on client asset allocation. His key responsibilities include supporting investment strategy development and actively monitoring portfolio model performance to ensure alignment with client objectives and market conditions. Andrew engages directly with multi-asset portfolios, providing insights into equities and alternative investments, and contributes to the firm's ongoing diligence across asset classes.
Prior to joining Verdence Capital Advisors in July 2023, Andrew served as a Financial Analyst and Equity Analyst at Vantage Private Wealth, LLC. His previous roles gave him hands-on experience in equity research, portfolio analytics, and personalized client advisory services, further developing his expertise in both public and private markets.
Andrew holds a Bachelor's degree in Economics from Tufts University, complemented by minors in Finance and Entrepreneurship. His academic background and professional experience support his expertise in macroeconomics, asset allocation, and equity markets. Through his analytical contributions, Andrew adds value to Verdence’s investment process, particularly in multi-asset portfolio construction and equity research.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Verdence Capital Advisors | Analyst | Jul 2023 to Present | — |
| Vantage Private Wealth, LLC. | Financial Analyst | May 2021 to Jul 2023 | — |
Education
Tufts University
Bachelor's degree, Economics
2018 — 2022
Skills & Expertise
Others at Verdence Capital Advisors LLC (5)
| Name | Role | Location |
|---|---|---|
| Partner | Lutherville-Timonium, MD , United States | |
M Meg Sheil-Puopolo | Partner | Baltimore, MD , United States |
N Nicholas Schiavone | Analyst | Perry Hall, MD , United States |
| Partner | Cockeysville, MD , United States | |
| Analyst | Cockeysville, MD , United States |
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