Directory
>
Andrew Stern
Andrew Stern
Partner, Managing Director | YorkBridge Wealth Partners
New York, New York, United States
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.
Andrew Stern
Work Experience
Partner, Managing Director at
Beacon Pointe Advisors, LLC
April 2023 - Present
Partner, Managing Director at
Beacon Pointe
April 2023 - Present
Managing Partner at
YorkBridge Wealth Partners
June 2016 - Present
Managing Director at
Lebenthal Wealth Advisors
March 2014 - June 2016
Managing Director at
Lebenthal Wealth Advisors
March 2014 - June 2016
Senior Vice President at
Morgan Stanley
June 1997 - March 2014
Senior Vice President at
Morgan Stanley
June 1997 - March 2014
Andrew Stern
Education
New York University - Leonard N. Stern School of Business, Mba
January 2003 - January 2005
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
******@beaconpointe.com
******@yorkbridgewealth.com