Andrew J. Massey

With over 13 years of experience in the financial services industry, Andrew provides tailored financial advice, portfolio construction, and financial planning services to ultra-high-net-worth and high-net-worth individuals and families. He works closely with his clients to determine their short and long-term financial needs and goals, taking into consideration their investment experience, risk tolerance, and individual circumstances.

Andrew began his career at Beacon Trust Company as a Research Analyst with a focus on US-listed equities within the Technology sector. Working directly with the Chief Investment Officer and Portfolio Managers, he regularly provided updates on market, sector, and portfolio holdings levels, presenting recommendations for new strategy additions and positioning. Andrew also managed the Beacon Spin-Off Index and Beacon Global Timber Index, which, at their peak, had approximately $1B in tracking assets. Andrew later joined BNY Pershing, where he built and maintained relationships with many of Pershing’s important institutional partners. Andrew then joined iConnections, the world’s largest virtual capital introductions platform. There, Andrew was responsible for covering several alternative investment strategies, including long/short equity, global macro, credit, and private credit. He was also responsible for maintaining relationships with endowments, pensions, foundations, and family offices located in the Midwest.

Experience:

• Associate Board Member, Foundation for Morristown Medical Center
• iConnections, Vice President, Investor Relations
• BNY | Pershing, Vice President, Global Marketing – Sponsorships
• Beacon Trust Company, Research Analyst, Investor Relations

Education/Certifications:

• Hobart College, BA, American Studies