Petersen Hastings Wealth Advisors Welcomes Andrew Bennett as Portfolio Analyst
Petersen Hastings Wealth Advisors is excited to announce the addition of Andrew Bennett as a Portfolio Analyst for the firm. As a Portfolio Analyst, Andrew will work with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. His focus includes executing security transactions, implementing asset allocation strategies, and providing financial reports that give clients clarity and confidence in their investments.
“We are thrilled to welcome Andrew to the Petersen Hastings team,” said Diane Gaines, Director of Client Operations. “His strong background in data analytics and strategic problem solving makes him a great fit in this role for our firm. We are confident that his expertise and enthusiasm will be a tremendous asset both to our clients and to our team.”
Andrew was born and raised in Albany, NY. In 2018, he graduated from Excelsior College, with a Bachelor of Science in Electrical Engineering Technology. After working as an Engineering Technician for the Department of Defense, Andrew made a career change in July of 2021 to UX Design and Product Management where he designed financial applications for USAA and several FinTech startups.
Outside of Petersen Hastings, Andrew enjoys spending time with his wife, cooking and exploring new foods, traveling the world, and researching the latest technology. He is also passionate about helping others and looks for ways to give back to the community. Andrew looks forward to applying his experience in data, research, and problem-solving to wealth management, and is excited to continue growing within the firm.
About Petersen Hastings Wealth Advisors
Petersen Hastings is a fee-only, Registered Investment Advisory (RIA) firm headquartered in Kennewick, WA serving clients throughout Eastern Washington and beyond. The firm manages over $1.2B in client assets. The deeply staffed team of 30+ team members, provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor, and client.
We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success.
To learn more or to book a complimentary exploration session with Petersen Hastings Wealth Advisors, visitwww.PetersenHastings.com. For media inquiries, contact Brandan Eckhardt, Marketing Manager, at brandane@petersenhastings.com.