4 weeks ago
What Lies Ahead for Retirement Plans and Plan Sponsors in 2020
Join us for an upcoming webinar that explores what lies...
- With CAPTRUST Since 2019
- 404.201.6472
-
2500 Northwinds Pkwy.
Suite 250
Alpharetta, GA 30009
Andrew Marino, CFA®
Investment Strategist
- Boston, MA
- Count of Monte Cristo and Road to Serfdom | What's Up Doc?
- Alexander Hamilton, Abraham Lincoln, Winston Churchill
- Be transformed by the renewing of your mind.
- Joy, humility, and perseverance
Andy joined CAPTRUST from FiduciaryVest in April 2019. As an investment strategist in CAPTRUST’s Consulting Research Group, he specializes in financial market reporting tailored to both institutional investors and private clients. Prior to joining FiduciaryVest, Andy was the director of research and a portfolio manager with Eton Advisors.
When he’s not with clients, Andy enjoys coaching youth hockey, camping, and volunteering in his community.
Education
- Bachelor of Science degree in finance and investments from Babson College
Industry Designations
- Chartered Financial Analyst®
Memberships
- Life Group Bible Study Leadership
- Youth Ice Hockey Coach
- Boy Scout Adult Leader
News & Resources
Retirement Plans
Fiduciary Update
1 month ago
Fiduciary Update | November 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics...
M&A
1 month ago
Durability is the New Scale
How many RIA owners can take a licking and keep...
Resources
2 months ago
Diminishing Returns: The Incredible Shrinking Bond Yield
As we enter the last quarter of the year, the...
Announcements
2 months ago
Hoyle Featured in Citywire to Talk Wealth Management Business
CAPTRUST has racked up another record year of growth, besting...
Wealth Management
2 months ago
Market Update | October 2019
In this video, CAPTRUST Chief Investment Officer Kevin Barry explains...
Resources
2 months ago
A Measured Plan Has the Upper Hand
Today, plan sponsors are getting savvy about measuring retirement plan...
Retirement Plans
3 months ago
Execute a Foolproof Retirement Plan Advisor RFP
Sit back, relax, and watch our webinar on how to...
Wealth Management
5 months ago
A Look Inside VESTED with the Editor in Chief
Want to know more about VESTED? Get a look behind-the-scenes...
Endowments & Foundations
8 months ago
Transparent Reputations and Nonprofit Organizations
Transparency matters for today’s charitable donor. About a third of...
Wealth Management
2 months ago
Eldercare
Talking about eldercare with your parents is important, and waiting...