Andrew Flood

Background

About Andrew Flood

I am an Investment Management Specialist for The Evelo|Singer|Sullivan|Bruegge Group and have held this position since June 2021. Our team is ranked as one of the nation's top private wealth management teams by Barron's in 2023 (Published on April 14, 2023. Rankings based on data as of December 31, 2022) and Forbes in 2022 (Published on November 8, 2022. Rankings based on data as of March 31, 2022). I currently hold an Accredited Asset Management Specialist™, AAMS™ designation. I attended the University of Kentucky where I graduated Summa Cum Laude and earned my B.B.A in Finance with a minor in International Business, subsequent to receiving my B.S. in Accounting. As an Investment Management Specialist, I prepare portfolio performance reporting for our clients, coordinate asset allocation reviews, execute tax loss harvesting and securities trading, and assist with any client needs to ensure they receive white glove service. I am also a member of our team's investment policy committee, which executes our investment strategy for our clients, and my primary focus is on U.S. large cap core equities. Working with both business owners and executives, I thoroughly enjoy collaborating with advisors to deliver on behalf of clients and provide world-class service.*Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.