As an Associate Wealth Strategist, Andrew helps clients bring together all the pieces of their financial lives – from investments and planning to tax and estate considerations. His goal is to make the process clear, approachable, and grounded in trust, so clients feel confident that their long-term goals are within reach.

Before joining Satovsky Asset Management in 2025, Andrew worked at Corient, where he partnered with founders and entrepreneurs to design and implement comprehensive financial planning strategies tailored to their unique journeys.

Andrew earned his B.S. in Financial Planning from the University of Delaware and became a Certified Financial Planner (CFP®) in 2022.

Relationship-focused by nature, Andrew enjoys bringing people together both professionally and personally. Outside of work, he manages two softball teams and leads a movie club, blending his love for community, teamwork, and shared experiences.