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Andrew Popenfoose Cfa

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Andrew Popenfoose Cfa

Chief Investment Officer | SYM Financial Advisors

Winona Lake, Indiana, United States

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Andrew Popenfoose Cfa

Summary

Andrew Popenfoose is a seasoned Chief Investment Officer at SYM Financial Advisors, where he leverages over a decade of financial expertise to guide investments for families, foundations, and corporations. His career is marked by a blend of rigorous academic achievement, including advanced degrees in finance and business, and practical experience in both military and corporate environments. Andrew's leadership extends beyond finance; he is a distinguished honor graduate from military training and has commanded units in the Army National Guard. He is also passionate about lifelong learning and personal development, exploring the balance between peak performance and sustained effort in both his professional and personal pursuits. A resident of Indiana, Andrew enjoys outdoor challenges, including summiting Colorado's 14,000-foot peaks, reflecting his competitive spirit and determination. His commitment to preparation and risk management underscores his investment philosophy, making him a valuable asset in the financial advisory landscape.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Government Experience

Andrew Popenfoose Cfa

Work Experience

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Chief Investment Officer at

SYM Financial Advisors

January 2014 - Present

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Visiting Lecturer at

Quinlan School Of Business, Loyola University Chicago

August 2013 - December 2013

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Associate at

Analysis Group

January 2010 - February 2013

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Infantry Company Commander/ Platoon Leader at

Florida Army National Guard

May 2005 - August 2009

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Small Business Development Center Consultant at

U.S. Small Business Administration

January 2007 - December 2007

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Andrew Popenfoose Cfa

Education

Purdue University Krannert School of Management, Master Of Science In Finance; Krannert School Of Management (Msf)

January 2009 - January 2010

Winthrop University College of Business, Master Of Business Administration (Mba)

January 2006 - January 2007

Purdue University, Bachelor Of Science - Bs

January 2001 - January 2005

Frequently Asked Questions about Andrew Popenfoose Cfa

What company does Andrew Popenfoose Cfa work for?

Andrew Popenfoose Cfa is a Chief Investment Officer at SYM Financial Advisors, a company specializing in Other Financial Investment Activities.

Where Andrew Popenfoose Cfa graduated from?

Andrew Popenfoose Cfa holds a degree in Finance from Purdue University Krannert School of Management.

Who is Andrew Popenfoose Cfa?

Andrew Popenfoose is a seasoned Chief Investment Officer at SYM Financial Advisors, where he leverages over a decade of financial expertise to guide investments for families, foundations, and corporations. His career is marked by a blend of rigorous academic achievement, including advanced degrees in finance and business, and practical experience in both military and corporate environments. Andrew's leadership extends beyond finance; he is a distinguished honor graduate from military training and has commanded units in the Army National Guard. He is also passionate about lifelong learning and personal development, exploring the balance between peak performance and sustained effort in both his professional and personal pursuits. A resident of Indiana, Andrew enjoys outdoor challenges, including summiting Colorado's 14,000-foot peaks, reflecting his competitive spirit and determination. His commitment to preparation and risk management underscores his investment philosophy, making him a valuable asset in the financial advisory landscape.

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