Andrew Mehalko

Directeur en chef des Investissements chez Stanhope Capital LLP /Private Equity/

Profil

Andrew is Co-Chief Investment Officer and partner of the firm.
With more than 30 years working in investment management, Andrew has a clear vision for building a world class, investment focused family office.
He believes that many of the complex investment needs of multi-generation ultra-high net worth and high net worth families are poorly served by traditional investment management firms.
Tapping his decades of experience, Forbes Family Trust continues to build on the existing objective investment culture that enables the firm to deliver high value-added investment and wealth advisory services and a better investment experience to clients.
Most recently, Andrew was the Founder and Chief Investment Officer of AM Global Family Investment Office.
Prior to founding AM Global, Andrew served as Chief Investment Officer, Chairman of the Investment Committee, and a member of the Operating Committee for GenSpring Family Offices during his 12-year career with the company.
Under his investment leadership, GenSpring grew from $450 million of assets under advisement to over $20 billion, becoming the #1 ranked Registered Investment Advisor – according to Forbes (2011), Investment News (2011) and Financial Planning Magazine (2012).
Andrew was responsible, as a firm owner and member of the management team, for the development and management of the discretionary investment management philosophy and process that helped GenSpring accomplish their impressive growth.
Andrew received a Bachelor’s degree in Finance from the University of North Carolina Greensboro and completed course work in the Behavioral Finance seminar at Harvard University and the Investment Management Workshop at Harvard University Business School.
He holds the FINRA Series 65 security registration.

Postes actifs de Andrew Mehalko

Sociétés	Poste	Début
Stanhope Capital LLP /Private Equity/	Directeur en chef des Investissements	-
FWM Holdings LLC	Directeur en chef des Investissements	01/01/2019

Anciens postes connus de Andrew Mehalko

Sociétés	Poste	Fin
Lincoln Investment Planning, Inc.	Consultant / Advisor	01/03/1994

Formation de Andrew Mehalko

The University of North Carolina at Greensboro

Undergraduate Degree