Andrew P. Grant

Director of Manager Research and Investment Solutions

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

What Do You Enjoy Most About Your Job?
I enjoy collaborating with advisors and clients to empowering them with knowledge by providing updates on the current market environment and involving them in the investment process. This level of partnership helps to further our clients’ progress towards achieving their investment objectives.

 

What Do You Enjoy Most About Working at KARWA?
The people at KAR are the company’s strength.

How Does KARWA Approach Wealth Management Differently?

KARWA looks to provide clients with a true 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. Advisors are able to build client portfolios from a diverse set of strategies and asset classes, which has led to many success stories.

What Do You Hope to Achieve For Your Clients?

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?
Outside of work, I spend most of my time with my wife and two children. Sports and family are a big part of our life and keeps us outdoors.

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Andrew P. Grant

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