Andy is responsible for overseeing the equity research program for Wilmington Trust Investment Advisors (WTIA), the investment advisory arm of M&T Bank and Wilmington Trust. Andy manages a team of professionals responsible for equity research and portfolio management for both large-cap and small-cap strategies, and he is responsible for WTIA’s quantitatively managed equity strategies, which include passive and active strategies. These strategies utilize a risk model and optimization process to control risk. Andy is also a member of the fundamental portfolio management team for the Disciplined Core, Dividend Growth Strategy, and the Enhanced Dividend Income Strategy (EDIS).
Andy joined Wilmington Trust in 1987 and has specialized in investment accounting, pension disbursement, and 401(k) recordkeeping services during his tenure with the company. Prior to joining the equity research team, Andy was a portfolio manager in the Fixed Income Division specializing in taxable, broad market portfolios.
Andy holds an MBA from Wilmington University and a bachelor’s degree in Finance from Goldey-Beacom College. He has been a CFA grader and is a member of the CFA Society of Philadelphia.
June 13, 2017 — Markets had cold feet last week with respect to high-momentum, technology-oriented positions that have contributed to a substantial run-up in equity values this year. Since Friday, June 9, the technology sector is down by 4.5% vs. -0.4% for the S&P 500. What goes up too fast often needs a periodic pause or correction.
