![Andy Kane](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Andy Kane
Directeur Général chez
Blue Chip Wealth Management, Inc.
Profil
Mr. Andrew Kane is a President & Senior Wealth Management at Blue Chip Wealth Management, Inc. He specializes in Wealth Management and Financial Planning, and has spent over 26 years in the Financial Services Industry managing portfolios of high net worth private clients, professional athletes, small corporations, pension plans for growth and tax efficiency, as well as Latin American and Caribbean clients.
Mr. Kane wealth of experience in the financial services industry spans from Merrill Lynch, Smith Barney, Wells Fargo, and Morgan Stanley, where he was selected to the Presidents and Directors Club repeatedly.
He attended University of Miami and is a graduate of the University of Florida with a degree in Marketing and Finance.
He has attained professional certifications (Series 7, 63, 65 and 31) along with his life and health insurance and variable annuity licenses.
Postes actifs de Andy Kane
| Sociétés | Poste | Début |
|---|---|---|
Blue Chip Wealth Management, Inc.
 Blue Chip Wealth Management, Inc. Investment ManagersFinance BCWM specializes in wealth preservation, providing a blend of high-tech analysis based on proprietary research methods coupled with high-touch, and personalized service. The firm invests in Equities, Fixed Income - Municipal and Corporate Bonds, Mutual Funds, Exchange Trade Funds (ETFs), Options, Public Offerings, and Alternatives. | Directeur Général | 01/09/2015 |
Formation de Andy Kane
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96
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2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Blue Chip Wealth Management, Inc.
Blue Chip Wealth Management, Inc. Investment ManagersFinance BCWM specializes in wealth preservation, providing a blend of high-tech analysis based on proprietary research methods coupled with high-touch, and personalized service. The firm invests in Equities, Fixed Income - Municipal and Corporate Bonds, Mutual Funds, Exchange Trade Funds (ETFs), Options, Public Offerings, and Alternatives. | Finance |
