Andrew N. Whitney

Investment Associate

Andrew’s high energy and curiosity are a great fit with his work: in-depth research and analysis to support our investment team in creating portfolios that align with client goals. To this role, Andrew brings a decade of experience in financial services, including at BNY Mellon and Russell Investments, as well as starting a nonprofit to connect underserved young people with professional internships. A life-long learner, Andrew is dedicated to tracking how well investments are performing for our clients and helping find new opportunities in the public and private markets.  

Ease is a greater threat to progress than hardship.
- Denzel Washington
Designations and Education
  • B.A. in Business Administration, Pacific Lutheran University
Community and Industry Affiliations
  • Board Member, Sound Outreach
  • Tacoma 2025 Advisory Committee
Personal Passion

Cycling around the Puget Sound.