Andy Mai, CFA

Manager, Portfolio Research and Management

Andy joins the BWM team as Manager, Portfolio Research and Management. Part of Andy’s role at BWM is to help Advisors and their clients select and implement the various investment strategies offered at BWM on a case-by-case basis. As a member of BWM’s Research and Portfolio Management team, Andy conducts research on individual securities as well as general top-down market analyses, and presents his research to the members of the team.

Prior to joining BWM, Andy started his career at Baystate Financial in 2015, functioning in a similar capacity as a member of the Investment Department. As part of the due diligence process, Andy played a critical role in vetting different managers and investment solutions that were available on the Broker/Dealer Platform.

Andy received his Bachelor of Arts degree in Economics from Boston College in 2015. He is a CFA® charterholder, passing all three levels on his first attempt. In his spare time, he enjoys traveling and playing golf.

Please Note: Limitations.The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if BWM is engaged, or continues to be engaged, to provide investment advisory services.