Profile
Mr. Andrew Kirchner is a Client Service & Portfolio Manager at Elevation Wealth Partners LLC (California).
He joined the firm in 2020 with over 6 years of investment and financial services experience.
Mr. Kirchner began his career as an Analyst for a boutique investment advisor in Maryland.
He later moved to California where he worked for a regional broker dealer serving financial advisors.
He then became an overlay manager at Envestnet where he was responsible for trading and rebalancing investment accounts.
He earned a B.S.
from the University of Maryland, Global Campus, a B.S.
from Salisbury University, and an MBA from the University of Maryland, College Park.
Andrew Kirchner active positions
| Companies | Position | Start |
|---|---|---|
ZRC Wealth Management LLC
ZRC Wealth Management LLC Investment ManagersFinance Elevation's investment approach is based on timeless economic principles and academically proven investment strategies. The firm focuses on developing diversified portfolios, principally through the use of institutional, mostly low-cost, tax- efficient, no load mutual funds or Exchange Traded Funds (ETFs). | Portfolio Manager-Equities | 01/11/2020 |
Former positions of Andrew Kirchner
| Companies | Position | End |
|---|---|---|
Arrow Investment Advisors LLC
Arrow Investment Advisors LLC Investment ManagersFinance Arrow focuses on creating value for their shareholders by offering investment strategies that seek to enhance returns and mitigate risk. The firm specializes in developing, manufacturing, managing and distributing mutual funds, variable trust funds, ETFs and wrap programs. | Corporate Officer/Principal | 01/01/2013 |
Training of Andrew Kirchner
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Arrow Investment Advisors LLC
Arrow Investment Advisors LLC Investment ManagersFinance Arrow focuses on creating value for their shareholders by offering investment strategies that seek to enhance returns and mitigate risk. The firm specializes in developing, manufacturing, managing and distributing mutual funds, variable trust funds, ETFs and wrap programs. | Finance |
Salisbury State University
Salisbury State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ZRC Wealth Management LLC
ZRC Wealth Management LLC Investment ManagersFinance Elevation's investment approach is based on timeless economic principles and academically proven investment strategies. The firm focuses on developing diversified portfolios, principally through the use of institutional, mostly low-cost, tax- efficient, no load mutual funds or Exchange Traded Funds (ETFs). | Finance |
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