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.
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.
