Andrew Mehalko
Chief Investment Officer bij Stanhope Capital LLP /Private Equity/
Profiel
Andrew is Co-Chief Investment Officer and partner of the firm.
With more than 30 years working in investment management, Andrew has a clear vision for building a world class, investment focused family office.
He believes that many of the complex investment needs of multi-generation ultra-high net worth and high net worth families are poorly served by traditional investment management firms.
Tapping his decades of experience, Forbes Family Trust continues to build on the existing objective investment culture that enables the firm to deliver high value-added investment and wealth advisory services and a better investment experience to clients.
Most recently, Andrew was the Founder and Chief Investment Officer of AM Global Family Investment Office.
Prior to founding AM Global, Andrew served as Chief Investment Officer, Chairman of the Investment Committee, and a member of the Operating Committee for GenSpring Family Offices during his 12-year career with the company.
Under his investment leadership, GenSpring grew from $450 million of assets under advisement to over $20 billion, becoming the #1 ranked Registered Investment Advisor – according to Forbes (2011), Investment News (2011) and Financial Planning Magazine (2012).
Andrew was responsible, as a firm owner and member of the management team, for the development and management of the discretionary investment management philosophy and process that helped GenSpring accomplish their impressive growth.
Andrew received a Bachelor’s degree in Finance from the University of North Carolina Greensboro and completed course work in the Behavioral Finance seminar at Harvard University and the Investment Management Workshop at Harvard University Business School.
He holds the FINRA Series 65 security registration.
Actieve functies van Andrew Mehalko
Bedrijven | Functie | Begin |
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Stanhope Capital LLP /Private Equity/
Stanhope Capital LLP /Private Equity/ Investment ManagersFinance Stanhope Capital LLP /Private Equity/ (Stanhope Capital) is a private equity firm, a subsidiary of Stanhope Capital LLP founded in 2004. The firm is headquartered in London, United Kingdom. | Chief Investment Officer | - |
FWM Holdings LLC
FWM Holdings LLC Financial ConglomeratesFinance FWM Holdings LLC engages in the provision of wealth management services. The company was founded by Keith M. Bloomfield and is headquartered in Palm Beach, FL. | Chief Investment Officer | 01-01-2019 |
Eerdere bekende functies van Andrew Mehalko
Bedrijven | Functie | Einde |
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Lincoln Investment Planning, Inc.
Lincoln Investment Planning, Inc. Investment ManagersFinance Lincoln Investment Planning LLC provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations. It offers retirement planning, risk management, mutual funds, individual securities, annuities, insurance, and planning services. The company was founded by Nick Forst in 1968 and is headquartered in Fort Washington, PA. | Consultant / Adviseur | 01-03-1994 |
Opleiding van Andrew Mehalko
The University of North Carolina at Greensboro | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 3 |
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Stanhope Capital LLP /Private Equity/
Stanhope Capital LLP /Private Equity/ Investment ManagersFinance Stanhope Capital LLP /Private Equity/ (Stanhope Capital) is a private equity firm, a subsidiary of Stanhope Capital LLP founded in 2004. The firm is headquartered in London, United Kingdom. | Finance |
FWM Holdings LLC
FWM Holdings LLC Financial ConglomeratesFinance FWM Holdings LLC engages in the provision of wealth management services. The company was founded by Keith M. Bloomfield and is headquartered in Palm Beach, FL. | Finance |
Lincoln Investment Planning, Inc.
Lincoln Investment Planning, Inc. Investment ManagersFinance Lincoln Investment Planning LLC provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations. It offers retirement planning, risk management, mutual funds, individual securities, annuities, insurance, and planning services. The company was founded by Nick Forst in 1968 and is headquartered in Fort Washington, PA. | Finance |