A. Andrew Marwede

A. Andrew (Andy) Marwede is a seasoned financial professional with extensive experience in wealth management. Currently a Partner at Forum Financial Management, LP since October 2012, Marwede focuses on helping investors build, manage, and preserve their wealth through comprehensive financial services. Prior to this role, Marwede served as President of Serious Stewardship LLC from 2004 to November 2012, delivering personalized wealth advisory services to affluent families and organizations. Marwede also held Vice President positions in the Private Client Services Groups at Credit Suisse and Donaldson, Lufkin & Jenrette from 2000 to 2004 and 1996 to 2000, respectively. Marwede earned a Master of Management degree from Northwestern University's Kellogg School of Management and a Bachelor of Arts in Political Science from Yale University.