Andrew Holmberg

Andrew is a Partner and Chief Solutions Officer at Corient. Andrew is responsible for managing Corient’s traditional investment strategy and platform which provides leading investment capabilities for clients. He oversees our wealth planning function, delivering comprehensive financial planning as well as sophisticated wealth transfer strategies. Additionally, Andrew manages our family office services, including Corient’s tax business, personal CFO services, and corporate trustee services provided through Corient Trust Company. Prior to Corient, Andrew worked at Millennium Management, a leading global hedge fund, serving in multiple strategic and operational roles, and before that, at the Boston Consulting Group, covering corporate clients within a range of financial services. Andrew is a graduate of Duke University and holds an MBA from Harvard Business School.