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Andrew Stern

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Andrew Stern

Partner, Managing Director | YorkBridge Wealth Partners

New York, New York, United States

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Andrew Stern

Summary

Andrew Stern is a seasoned wealth management professional based in New York, currently serving as Partner and Managing Director at Beacon Pointe Advisors. With a robust background in alternative investments and asset management, he specializes in helping high-net-worth individuals and families navigate complex financial landscapes. Andrew's approach is comprehensive, integrating investment management with strategic financial planning to align with clients' life goals. His previous roles include Managing Partner at YorkBridge Wealth Partners and Managing Director at Lebenthal Wealth Advisors, showcasing a strong trajectory in leadership within the financial services sector. He holds an MBA in Finance from New York University's Stern School of Business and a BA in English from Emory University. Andrew's commitment to values-based and impact investing reflects his dedication to making a positive difference in his clients' lives and the broader community.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Andrew Stern

Work Experience

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Partner, Managing Director at

Beacon Pointe Advisors, LLC

April 2023 - Present

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Partner, Managing Director at

Beacon Pointe

April 2023 - Present

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Managing Partner at

YorkBridge Wealth Partners

June 2016 - Present

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Managing Director at

Lebenthal Wealth Advisors

March 2014 - June 2016

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Managing Director at

Lebenthal Wealth Advisors

March 2014 - June 2016

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Senior Vice President at

Morgan Stanley

June 1997 - March 2014

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Senior Vice President at

Morgan Stanley

June 1997 - March 2014

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Andrew Stern

Education

Emory University, Ba

January 1993 - January 1997

Frequently Asked Questions about Andrew Stern

What is Andrew Stern email address?

Andrew Stern's primary email address is ******@beaconpointe.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Andrew Stern work for?

Andrew Stern is a Partner, Managing Director at YorkBridge Wealth Partners, a company specializing in Functions related to depository banking.

Where Andrew Stern graduated from?

Andrew Stern holds a degree in Finance from New York University - Leonard N. Stern School of Business.

How can I directly contact Andrew Stern?

To contact Andrew Stern directly, you can use the email address ******@beaconpointe.com. Complete contact information is available upon registration with Muraena.

Who is Andrew Stern?

Andrew Stern is a seasoned wealth management professional based in New York, currently serving as Partner and Managing Director at Beacon Pointe Advisors. With a robust background in alternative investments and asset management, he specializes in helping high-net-worth individuals and families navigate complex financial landscapes. Andrew's approach is comprehensive, integrating investment management with strategic financial planning to align with clients' life goals. His previous roles include Managing Partner at YorkBridge Wealth Partners and Managing Director at Lebenthal Wealth Advisors, showcasing a strong trajectory in leadership within the financial services sector. He holds an MBA in Finance from New York University's Stern School of Business and a BA in English from Emory University. Andrew's commitment to values-based and impact investing reflects his dedication to making a positive difference in his clients' lives and the broader community.

Andrew`s contact details

mail

******@beaconpointe.com

******@yorkbridgewealth.com

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