Portfolio Analyst

Overview

Andrew Bennett joined Petersen Hastings Wealth Advisors as a Portfolio Analyst in November of 2024. As a Portfolio Analyst, Andrew is excited to apply his love for data and problem-solving to help optimize client portfolios. He focuses on executing security transactions, implementing asset allocation strategies, and providing financial reports that give clients clarity and confidence in their investments.  

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. 

Education

Bachelor of Science in Electrical Engineering

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