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Perfil
Mr. Andrew R.
Marshall, CFA, is a Vice President at Chevy Chase Trust Co. He is an equity portfolio manager and macroeconomic research analyst at Chevy Chase Trust.
He co-chairs weekly macroeconomic strategy and review meetings.
Prior to joining Chevy Chase Trust, he was Director of Trading at Freed Advisors, and before that, a portfolio manager at an advisory firm in Northern Virginia.
He graduated from Franklin and Marshall College.
He is a CFA charterholder.
Antiguos cargos conocidos de Andrew Reding Marshall.
| Empresas | Cargo | Fin |
|---|---|---|
Chevy Chase Trust Co.
 Chevy Chase Trust Co. Investment ManagersFinance CCTC seeks to generate attractive returns relative to appropriate benchmarks over a full market and business cycle. The firm employs conventional methods of selecting securities including fundamental research, technical analysis and cyclical timing. They do not focus on the typical categorizations of value/growth, small/mid/large capitalization, and domestic/international. Instead, CCTC diversifies portfolios by concentrating on sectors and their underlying industries. | Analyst-Equity | 01/11/2021 |
Freed Advisors
 Freed Advisors Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 02/01/2014 |
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Gestor de Cartera-Acciones | - |
Formación de Andrew Reding Marshall.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
58
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance CCTC seeks to generate attractive returns relative to appropriate benchmarks over a full market and business cycle. The firm employs conventional methods of selecting securities including fundamental research, technical analysis and cyclical timing. They do not focus on the typical categorizations of value/growth, small/mid/large capitalization, and domestic/international. Instead, CCTC diversifies portfolios by concentrating on sectors and their underlying industries. | Finance |
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Finance |
Franklin & Marshall College
 Franklin & Marshall College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Freed Advisors
Freed Advisors Investment ManagersFinance Provides investment advice | Finance |
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