Andrew T. Fagan, CFA
I am an accomplished senior institutional investment advisor seeking the opportunity to apply my experience and expertise in an institutional or wealth management organization. My skills and experience include: Successfully manage large, complex institutional and HNW / individual investment portfolios. Consistently bring in new investment assets and accounts from current clients and prospects. Expertise in all asset classes, including private equity, hedge funds, real estate, and other alternative investments. Work closely and collaboratively with investors, business owners, investment committees and Boards in meeting their goals and objectives. Experience with pension plans, foundations and endowments, private clients, and family offices. Very effective team member and collaborator with advisors and partners . An avid cyclist and golfer. Member of the Board of Trustees and Finance Committee of the Tacoma Art Museum, member of the Investment Committee of the Greater Tacoma Community Foundation, and member of Board of ROI Communication.