Head of Advanced Planning
Andrea graduated from University of Virginia’s McIntire School of Commerce in 2005 with a degree in Finance and Management. In 2005, Andrea joined a well-known Washington DC based international tax and global wealth management firm where she provided advisory services to U.S. expatriates abroad and foreign nationals living in the U.S. In 2014, Andrea completed her MBA at Imperial College London and holds her US Series 65 license and UK Investment Advice Diploma.
Over the last 10 years, Andrea 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. She has written numerous white papers regarding fundamental financial planning and investment strategies for U.S. connected individuals and has previously been a speaker on financial planning topics at both The World Bank and IMF. Andrea joins MASECO to help with the continuous build out of an industry leading advanced wealth planning offering. Andrea will also be involved in the external marketing of its Advanced Planning service offering.
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 international travel. A little known fact about Andrea is that she was a competitive figure skater for eight years while growing up in New York. Andrea is an avid American football fan and seeks out whatever games she can find shown on an Autumn Sunday in London.