Andrew D. Frey, CFASENIOR PORTFOLIO MANAGER & INVESTMENT ANALYST
Andrew joined the United Capital Seattle office in 2018 as a Senior Portfolio Manager and Investment Analyst. Andrew’s responsibilities include portfolio management, equity research and trading. Andrew earned his Bachelor’s Degree in Economics from Willamette University in 2005 and received his MBA with a focus in Finance and Investments from the University of Notre Dame in 2008. After graduating Magna Cum Laude with his MBA, Andrew spent 7 years with Summit Capital in portfolio management, trading and business development. Prior to joining United Capital he spent 4 years as a Vice President with Cutler Investment Group. Andrew earned his Chartered Financial Analyst (CFA) designation in 2014. He is a member of the CFA Institute and the CFA Society of Seattle.