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Andrew Wolfinger

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Andrew Wolfinger

First Vice President/Investments | Janney Montgomery Scott LLC

Pittsburgh, Pennsylvania, United States

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Andrew Wolfinger

Summary

Andrew Wolfinger is a seasoned finance professional with over 40 years of experience in wealth management, specializing in retirement and Social Security planning. He currently serves as the First Vice President of Investments at Janney Montgomery Scott, where he focuses on developing tailored investment strategies for clients approaching retirement. Andrew's extensive background includes leadership roles at prominent institutions such as Morgan Stanley and Citi, where he honed his expertise in asset management and financial advisory. His educational foundation in finance from Carnegie Mellon University and Pennsylvania State University complements his practical experience in the field. Known for his strategic insights, Andrew is committed to helping clients navigate complex financial landscapes and achieve their retirement goals. His professional journey reflects a deep understanding of both the technical and personal aspects of wealth management. In addition to his work, Andrew is passionate about maximizing Social Security benefits for retirees, emphasizing the importance of informed decision-making during retirement planning.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Andrew Wolfinger

Work Experience

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First Vice President/Investments at

Janney Montgomery Scott LLC

April 2009 - Present

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First Vice President - Wealth Management at

Morgan Stanley

April 1979 - April 2009

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First Vice President Investments at

Citi

January 1979 - January 2009

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Andrew Wolfinger

Education

Pennsylvania State University-Main campus, Bs

January 1970 - January 1999

Carnegie Mellon University - Tepper School of Business, Mba-Gsia

January 1989 - January 1992

Frequently Asked Questions about Andrew Wolfinger

What is Andrew Wolfinger email address?

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

What company does Andrew Wolfinger work for?

Andrew Wolfinger is a First Vice President/Investments at Janney Montgomery Scott LLC, a company specializing in Security brokers & dealers.

Where Andrew Wolfinger graduated from?

Andrew Wolfinger holds a degree in Finance from Pennsylvania State University-Main campus.

How can I directly contact Andrew Wolfinger?

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

Who is Andrew Wolfinger?

Andrew Wolfinger is a seasoned finance professional with over 40 years of experience in wealth management, specializing in retirement and Social Security planning. He currently serves as the First Vice President of Investments at Janney Montgomery Scott, where he focuses on developing tailored investment strategies for clients approaching retirement. Andrew's extensive background includes leadership roles at prominent institutions such as Morgan Stanley and Citi, where he honed his expertise in asset management and financial advisory. His educational foundation in finance from Carnegie Mellon University and Pennsylvania State University complements his practical experience in the field. Known for his strategic insights, Andrew is committed to helping clients navigate complex financial landscapes and achieve their retirement goals. His professional journey reflects a deep understanding of both the technical and personal aspects of wealth management. In addition to his work, Andrew is passionate about maximizing Social Security benefits for retirees, emphasizing the importance of informed decision-making during retirement planning.

Andrew`s contact details

mail

**********@janney.com

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