Andrew Blass

Andrew Blass

MANAGING DIRECTOR

Andrew Blass is the Managing Director of the United Capital office in Chapel Hill. He specializes in financial planning and investing for individuals, institutions, retirement plans, endowments and family trusts. In addition, Andrew advises retirement plan participants from tax-exempt institutions administered by TIAA-CREF and Fidelity Investments. Andrew is experienced in the design and implementation of defined benefit plans for small businesses and large institutions and in options strategies for low-basis concentrated equity positions. Andrew prides himself as a problem solver and takes a personal approach to client advising and financial planning.

After graduating from the University of Michigan Honors Program with a Bachelor of Science in Statistics, Andrew began his career as an Equity Options Market Maker at the Chicago Board Options Exchange (CBOE) before joining PRI Investments in 1999.

In his spare time, Andrew enjoys spending time with his family and serving on the boards of the North Carolina Opera, Carrboro Modern Dance Company and Nashville’s Jackalope Brewing Company. He is also an active musician and has toured and recorded with several independent rock bands.