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Andrew Stange, CFA®

Associate

Andrew K. Stange provides customized investment management, cash-flow analysis, and estate planning strategies to multi-generational families. In delivering high-touch client service, he has developed a deep understanding of the unique needs and challenges faced by families of significant wealth. Andrew has also contributed to firm-wide investment research, private equity solutions, and due diligence initiatives. Additionally, he serves on the firm’s Charitable Giving Committee.

Prior to joining the firm as an analyst in 2021, Andrew graduated from the Kelley School of Business at Indiana University with a Bachelor of Science in Business, majoring in Finance and Business Analytics. He is a CFA® Charterholder.

Outside of the office, Andrew enjoys supporting his hometown St. Louis Blues and Cardinals, traveling, and playing golf and soccer.