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Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Principal
CAPTRUST welcomed Andy to our team in 2021. As a principal, he serves as the primary consultant to several of the firm’s clients with a focus on healthcare institutions, corporate retirement plans, family offices, endowments, and foundations.
Andy joined us from Ellwood Associates—a comprehensive financial services firm—where he was a senior consultant. He was the director of Ellwood’s outsourced chief investment officer (OCIO) consulting and was responsible for overseeing the decisions and implementation of OCIO client portfolios. In addition, Andy was a member of the capital markets committee.
Prior to joining Ellwood, Andy worked as a senior investment analyst for Ennis Knupp & Associates. He received a Bachelor of Science degree in economics from Bradley University.
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In this edition of Investment Strategy, Sam Kirby of...
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