Andrew Huang, CFA

Andrew Huang, CFA has a diverse work experience in the finance industry. Andrew began their career in 2000 as a Junior Analyst at GESD Capital Partners LLC, where they assisted in the due diligence process for start-up companies in the technology and consumer sectors. Andrew left GESD in 2002 and joined BayStreet Research, LLC as a Senior Associate. At BayStreet, Andrew managed research projects, conducted channel checks for wireless handset sell-through, and built relationships within the wireless industry. In 2005, Andrew joined Allianz Global Investors as a Research Analyst. In this role, they conducted primary research on various companies and industries, managed global projects, and presented investment topics at company conferences. Andrew then joined Evercore Wealth Management, LLC in 2015 as an Associate, and later became Vice President in 2017. Currently, they hold the position of Director and Portfolio Manager at Evercore, leveraging their extensive experience and expertise in portfolio management.

Andrew Huang, CFA has a Masters degree in Financial Analysis from the University of San Francisco, which they obtained from 2009 to 2011. Prior to that, they completed their undergraduate studies at the University of California, Berkeley, where they received a Bachelor of Science degree in Economics. Andrew also holds the Chartered Financial Analyst (CFA) charter, although the specific year and month of obtaining this certification are not provided.