Andrew Hoffman has managed Equity, Fixed Income and Alternative Assets portfolios for individuals, Trusts and Foundations for over 30 years.
Andy joins North Star Wealth Investors, LLC from the HSBC Private Bank where he was a Senior Portfolio Manager and Senior Vice President from 2007 to 2019. He was a member of the Private Bank Investment Policy Committee, acted as the lead analyst for the Consumer Staples sector and created and managed the Investment Management team’s ETF and Closed End funds selection process. Andy began his career in 1986 at the JP Morgan Private Bank.
Andy is a graduate of The Hotchkiss School and holds a BA from Connecticut College. He is a Certified Financial Planner™ professional and holds FINRA Series 7 with LPL Financial and his Series 66 with LPL Financial and the Pinnacle Financial Group. Andy and his wife divide their time between New York City and Southport, CT.