Andy Wester, CFA

Senior Research Analyst

Andy is a Senior Research Analyst of Proficio Capital Partners. In this role, Andy is responsible for Proficio’s investment analysis and due diligence efforts in the direct investments and public equity spaces. He leads the quantitative portion of the team’s asset allocation process including building and optimizing Proficio’s model portfolio and proprietary asset allocation models. In addition, Andy serves on the firm’s investment committee where he splits his time on both public and private investment solutions.

History

Prior to joining Proficio, Andy worked at State Street Bank during and after his undergraduate education where he spent time in the Global Services division servicing institutional investors. Andy has extensive knowledge of a variety and diverse range of equity products, including, single stocks, ETFs, indexes, derivatives, prime brokerage, and capital market activities.

Education

Andy holds the designation of Chartered Financial Analyst and is a member of the Boston CFA Society. He holds a B.B.A. in Accounting from the Isenberg School of Management at the University of Massachusetts, Amherst.

Outside the Office

Andy grew up in the Boston area and enjoys spending time with his family in Natick. He currently lives in the Beacon Hill neighborhood of Boston and is a huge Boston sports fan. Andy is an avid chess and poker player and enjoys traveling, reading, and other strategy and card games.