Andrew Mescon

Chief Executive Officer

Andrew obtained an MBA in finance from Pepperdine University’s Graziadio School of Business & Management in 2012, a MPA from Columbia University’s School of International & Public Affairs in 2005 and a BA in political science from Trinity College in 2000.

A true financial services veteran, Andrew has over a decade’s worth of experience working for top firms and servicing a vast clientele. His diverse background in investment banking, hedge funds, and specialty lending make Andrew an invaluable resource for small business leaders. Andrew believes that successful financial planning is highly dependent on determining specific long-term goals, establishing the appropriate structure of the overall investment strategy to achieve those goals, and maintaining discipline throughout the life of the plan. A deeply relational person, Andrew loves getting to know his clients better and finds the relationships he forms to be the most rewarding part of his job.