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Andrew P. Grant Director of Manager Research and Investment Solutions
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Highlights
START DATE
Industry: 2003
KAR: 2023
EDUCATION
B.A., Political Science,
University of New Hampshire
PRIOR WORK EXPERIENCE
- Director of Portfolio Management – IDA
- Analyst and Trader – LPL Financial
- Financial Advisor and Analyst –
Morgan Stanley
Fun Fact
I try to ski a new mountain every year.
| Q: | What Do You Enjoy Most About Your Job? |
| A: | I enjoy collaborating with advisors and clients to empower them with knowledge by providing updates on the current market environment and involving them in the investment process. I believe this level of partnership helps to further our clients’ progress towards achieving their investment objectives.
What Do You Enjoy Most About Working at KARWA?
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| Q: | How Does KARWA Approach Wealth Management Differently? |
| A: | KARWA looks to provide clients with an institutional feel to investing by providing access to investment strategies managed by an in-house investment team as well as other external institutional-quality managers. Our advisors are able to build client portfolios from a diverse set of strategies and asset classes, which we believe can lead to success for our clients.
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| Q: | What Do You Hope to Achieve for Your Clients? |
| A: | To educate them well enough so that they feel confident educating someone else with that knowledge. It is then that I know I’ve done my job correctly. What Are You Involved in Outside of Work? |
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