Andrew Fraser is an Investment Advisory Associate in the firm’s Los Angeles office, serving as a main point of contact for many of Pathstone’s ultra-high net worth clients. He works directly with senior executives on providing specific, customized financial solutions designed to meet clients’ individual needs, goals, and wealth objectives. Andrew supports some of the firm’s more intricate family office relationships and provides a wide range of services including portfolio construction, asset allocation, investment performance analysis, reporting, and plan implementation.
Prior to joining Pathstone, Andrew worked in New York City as an Investment Advisory Associate for Fieldpoint Private Bank & Trust and as an Analyst for Morgan Stanley Wealth Management.
Andrew earned his Bachelor of Business Administration from Villanova University’s School of Business, majoring in both Finance and International Business and minoring in Spanish. He also received certification from the London School of Economics and Political Science for completing courses in International Financial Markets.
Outside of work, Andrew stays active by surfing, cycling, and skiing. He also enjoys traveling with friends and family and has visited 35 countries and 40 states. He is the co-founder of the Julian Foundation which has raised over $1 Million for Pediatric Cancer Research in honor of his late brother.