Andrea began her career in 2005 with a well-known Washington DC based international tax and global wealth management firm. There she provided advisory services to US expatriates abroad and foreign nationals living in the US. Over the years, Andrea has gained considerable experience advising high net worth individuals with multi-jurisdictional financial interests to design and implement strategies for tax-efficient and risk-managed asset growth. Andrea regularly writes articles in various expat magazines and is periodically asked for press comment on US expat financial planning topics. Additionally, she has written numerous whitepapers regarding fundamental financial planning and investment strategies for US connected individuals and has previously been a speaker at both The World Bank and IMF.
Andrea moved to London in 2013 and joined MASECO in 2014. At MASECO, Andrea is focused on enhancing the delivery of high-quality wealth planning advice to MASECO’s Private Wealth Clients and helping all client facing staff stay trained on up to date regulatory and legislative issues facing US families living in the UK. She enjoys helping clients feel more in control of their personal finances and helping them to actualise a financial strategy that addresses their personal values, goals and vision.
In 2018, Andrea was recognised by Professional Advisers in the inaugural Women in Financial Advice Awards, winning the category 'Woman of the Year - In-house Adviser Support'. In 2020, Andrea was featured as a ‘Distinguished Individual’ in The Spear’s 500 publication which is a guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals.
IN HER SPARE TIME...
On a sunny day, you will likely find Andrea in and around one of London’s many parks. Andrea enjoys all outdoor activities, especially hiking and skiing, and loves a good countryside walk. A little-known fact about Andrea is that she was a competitive figure skater for eight years whilst growing up in New York. Andrea is an avid American football fan and since moving to London has developed a love for Rugby.
EDUCATION AND CREDENTIALS:
• Imperial College London, 2014, Master of Business Administration
• University of Virginia, McIntire School of Commerce, 2005, Degree in Finance and Management
• US Series 65 license
• Level 5 UK Investment Advice Diploma (Private Client Advice)