Andrew Bevan, CFA<sup>®</sup>, CAIA<sup>®</sup>

Andrew Bevan, CFA®, CAIA®

Financial Advisor

 

Andrew joined Prentis Wealth Management as a Financial Advisor in 2018 and has been working in the financial services industry in areas related to investing since 2010.

Andrew holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations, two of the investment management industry’s most rigorous graduate-level programs dedicated to security analysis, portfolio management and wealth planning.

Andrew began his career in asset management and spent four years with Horizon Kinetics, a $10 billion value-oriented investment firm in New York City, where he had responsibilities in business development, sales and client service. He then worked for eVestment (a NASDAQ, Inc. company), the institutional investment industry’s leading platform used to hire, track and evaluate professional money managers. As an industry specialist, Andrew worked closely with many types of clients – pension funds, endowments, family offices and asset managers – advising them on how to use data and technology more effectively in the investment and overall business decision-making process.  Highlights of Andrew’s experience include presenting at key industry conferences, national sales meetings and other executive-level client gatherings of several of the world’s leading asset management firms.

Andrew graduated from Duke University with a B.A. in Political Science (International Relations) and a Music Minor.  He holds Series 7, 63 and 65 securities registrations, in addition to life, variable, and long-term-care insurance licenses.

Away from the Office

Andrew enjoys spending his free time on music and tennis. He is a classically trained singer and also plays electric guitar.  Andrew has performed concert solos with the Blue Hill Troupe, a New York City-based musical charity, and most recently with the University Glee Club at Lincoln Center. 

Andrew is involved in several New York City charitable organizations. He is currently the Junior Committee Co-Chair for the Quadrille Ball, which raises scholarship funds for talented graduate and undergraduate students enrolled at U.S. and German universities.

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