1 week ago
Boston Advisors Sells Wealth Management Business to CAPTRUST
Boston-based firm added to CAPTRUST’s growing national wealth management...
- With CAPTRUST Since 2019
- 404.201.6472
-
115 Perimeter Center Place, N.E.,
Suite 920
Atlanta, GA 30346
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
Announcements
Resources
3 weeks ago
A Measured Plan Has the Upper Hand
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Retirement Plans
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Execute a Foolproof Retirement Plan Advisor RFP
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Announcements
2 months ago
South Texas Money Management Announces Plans to Join CAPTRUST
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Wealth Management
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Anxious August
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Retirement Plans
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Fiduciary Update | August 2019
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Wealth Management
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Investment Strategy | July 2019
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Wealth Management
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A Look Inside VESTED with the Editor in Chief
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Resources
3 months ago
High Earners Face Retirement Challenges
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VESTED Magazine
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Mission for Nutrition
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Endowments & Foundations
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Eldercare
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