Andy Trinh

When it comes to finances, Andy is driven by the opportunity to provide the most value to his clients. Andy’s primary roles as Associate Portfolio Manager include financial planning, portfolio management, trading, and client servicing. He’s constantly motivated by knowing how much value is provided by being a support system for clients and helping them reach their financial goals.

Andy holds the Chartered Investment Manager (CIM) designation and is currently working towards his CFA designation.

Andy is working towards a future where the status quo of the financial industry is challenged to improve and innovate to provide the most beneficial service for clients. Andy’s inspiration for his work comes from his family. His parents struggled with their finances when he was younger, and he wanted to help as much as he could. He took it upon himself to discover different ways to manage finances and fell in love with the industry. Now, he wants to help as many families as he can.