AS

Andy Scheirer

Managed Account Client Portfolio Specialist at Loomis Sayles

Andy Scheirer began their work experience in 2006 at McDonnell Investment Management, where they held multiple roles. As a Managed Account Analyst, they were responsible for monitoring new business from financial consultants and advisors in both taxable and tax-exempt separately managed account programs. Andy analyzed sales, studied asset flows, and maintained advisor contact data. Andy also represented the firm at money management conferences. Scheirer later became an Associate Client Portfolio Specialist at the same company, continuing their responsibilities in monitoring new business and representing the firm. In 2019, they joined Loomis, Sayles & Company as a Managed Account Client Portfolio Specialist, and their current role does not have an end date specified.

Andy Scheirer attended Illinois State University from 1997 to 2001, where they obtained a Bachelor's of Science degree in Finance/Economics. Additionally, they have obtained certifications including Series 63, Series 65, and Series 7 from FINRA, although the specific months and years of obtaining these certifications are not provided.

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Timeline

  • Managed Account Client Portfolio Specialist

    July, 2019 - present

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