Andrew is the Managing Partner and Investment Committee Head of Loxahatchee Capital. He co-founded the firm in 2025 after spending 15 years as a private wealth advisor at UBS, where he was recognized among the top 100 advisors nationwide as a member of the firm’s Pinnacle Council.

At UBS, Andrew led the 440 Group, a specialized team within the UBS Private Wealth Group. As the team lead, Andrew oversaw team efforts to serve some of the wealthiest families in the United States. In this role, he oversaw all aspects of client service, investment strategy, and team operations. He joined UBS in 2010 from Merrill Lynch, where he held the title of Director and was responsible for leading, supervising, and training teams, advisors, and administrative staff in the Palm Beach market.

He has been recognized by Barron’s and Forbes as one of the top private wealth managers in the country.

Andrew is a graduate of the University of Florida’s Warrington College of Business and holds the Certified Financial Planner® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation, earned through the Wharton School at the University of Pennsylvania.

Recognized as an industry leader:

• Barron’s Top 1,200 Financial Advisors, 2021, 2022, 2023, 2024, 2025
  The Barron’s rating is awarded annually in March and is based on information from the prior year Q3.
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024
  The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of
  the prior year.
• UBS Wealth Management Pinnacle Council, 2024
  The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of
  the prior year.

Disclosures
The Barron’s Top 1,200 Financial Advisors rating is awarded in March of the year the recognition is announced. The ranking is based on information from the third quarter of the prior year.

The Forbes rankings are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, compliance records, and assets under management, to rank advisors. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither the advisor nor their firm has paid a fee to Forbes or SHOOK Research in exchange for the ranking, but may have paid for marketing materials or promotional use of the ranking. For more information, please see www.shookresearch.com.