Addepar
Andy (Andrew) Dodd is an experienced professional in the finance and asset management sectors, currently serving as a Discovery Product Manager at Addepar since December 2021. Prior to this role, Andy held multiple positions at J.P. Morgan Asset Management, including Mutual Fund Analyst and Hedge Fund Analyst, where responsibilities included data management, fund evaluations, and stakeholder engagement. Andy's earlier experience includes a tenure at Standard Life Aberdeen as a WRAP Platform Adviser and various roles at Lloyds Banking Group, such as Technical Specialist, Mutual Fund Specialist, and Credit Card Consultant, demonstrating a comprehensive background in client service, training, and process improvement within financial services. Andy earned a degree from Abertay University between 2009 and 2011.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.