Andrew Shenberg

Partner and Portfolio Strategist at Krilogy

Andrew Shenberg is currently a Partner and Portfolio Strategist at Krilogy. Andrew has over ten years of experience in the financial industry.

Andrew started their career at Renaissance Financial as a Senior Trader. Andrew was responsible for training and supervising new traders, as well as placing equity, option, mutual fund, and fixed income trades. Andrew also sat on the firm's Investment Committee. After five years at Renaissance Financial, Andrew moved to Axius Financial, where they served as the Director of Investment Advisory Operations. In this role, they oversaw firm trading, billing, reporting, and data reconciliation. Andrew also constructed and maintained model portfolios and assisted advisors with portfolio management. Andrew was an Investment Committee member while at Axius Financial.

Andrew has been with Krilogy since 2013. In their current role as Partner and Portfolio Strategist, they are responsible for overseeing the firm's investment portfolios and providing strategic guidance to clients.

They are on a team with Paul Gabriel - Director of Capital Markets, Jake Thornton - Investment Research Analyst. Their manager is John McArthur, Senior Partner and Chief Investment Officer. Michael Cook - Unknown role, Charles Flecke - Senior Trader, and Nicki Stackelbeck - Qualified Plan Investment Associate report to Andrew Shenberg.

Timeline

  • Partner and Portfolio Strategist

    Current role

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