Andrew Angelo

Manager, Investment Operations

As a member of BWM’s Operations Team, Andrew assists Advisors and Clients by providing superior service in all aspects of account opening, movement of assets, account maintenance, general inquiries regarding accounts, the HUB and much more. Andrew is committed to building and maintaining long-lasting professional relationships with Advisors and their team.

Prior to joining BWM, Andrew worked for Putnam Investments and Empower Retirements as an Implementation Project Manager. In that role, Andrew was responsible for the successful installation of new transfer or start-up retirement plans. Andrew has also worked as a Fund Accounting Analyst at JPMorgan.

Andrew graduated from Salem State University with a Bachelor’s degree in Business Management and a Personal Trainer Certification from American International College.  Andrew resides on the North Shore and enjoys traveling, hiking, exercising, and playing sports in his free time.

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.