Andrea Thompson

She finds fulfillment in blending the analytical side of her work with its human impact—knowing that her diligence in research helps provide clients with financial clarity and confidence.

Outside of the office, Andrea enjoys painting, time with family and friends, and rooting for the Boston Celtics.

Andrea brings over 20 years of experience in financial services to her role as Director of Portfolio Research. She manages asset allocation and portfolio research for the firm, applying both a data-driven and human-centered perspective.

Andrea’s career has spanned five years in trade operations and portfolio management, as well as more than 15 years in alternative investments across marketing, compliance, and operations. She holds a B.A. in Sociology from the College of the Holy Cross and maintains her Series 7 and 66 licenses.

Life is always in motion—your financial plan should move with you.