Andrea helps with every aspect of client service, always going the extra mile to ensure that the needs and requests of our clients are promptly and thoroughly addressed. She also supports our portfolio management team.
Earlier in her career, Andrea was a portfolio associate at Morgan Stanley in Akron, where she worked for 17 years. She earned a bachelor’s degree in finance from Kent State University.
Originally from Geneva, Ohio, Andrea lives in North Canton with husband, Aaron, and daughter, Emma. In her free time, she enjoys golf, biking and hiking.