Andrew Pratt
Analyst-Equity bij Wiser Wealth Management, Inc.
Profiel
Mr. Andrew W.
Pratt, CFA MBA, is an Investment Manager at Wiser Wealth Management, Inc. As the Investment Manager, he will be responsible for managing and analyzing client’s investment portfolios, conducting research, and providing investment recommendations.
He will also lead the firm’s Investment Committee and be an integral part of Wiser Wealth’s Financial Planning Committee.
He has over 12 years of experience working in an independent RIA firm’s investment department as an investment research analyst.
During this time, he primarily focused on analyzing public market securities, but also gained extensive experience in analyzing client portfolios, asset allocation, and researching other public and private asset classes.
Mr. Pratt was previously employed as an Investment Analyst by Homrich & Berg, Inc. (Investment Management) and a Senior Investment Analyst by HB Weath Management LLC (GA).
He is a CFA charter holder, and a member of the CFA Institute and CFA Society of Atlanta.
Andrew earned his bachelor’s degree in Business from the Georgia Institute of Technology.
He received his MBA in Finance from Georgia State University.
Actieve functies van Andrew Pratt
| Bedrijven | Functie | Begin |
|---|---|---|
Wiser Wealth Management, Inc.
 Wiser Wealth Management, Inc. Investment ManagersFinance Wiser Wealth Management, Inc. (Wiser Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Marietta, Georgia. The firm was founded by Casey Smith in 2001 as CT Smith Financial Services. Wiser Wealth provides personalized, confidential financial planning and investment management services to individuals, high net-worth individuals, retirement accounts, pension and profit-sharing plans and one private fund. | Analyst-Equity | 01-08-2023 |
Eerdere bekende functies van Andrew Pratt
| Bedrijven | Functie | Einde |
|---|---|---|
HB Weath Management LLC (GA)
 HB Weath Management LLC (GA) Investment ManagersFinance HB Wealth Management LLC, dba Homrich Berg (HB), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Andy Berg and David Homrich. HB provides individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations. | Analyst-Equity | 01-08-2023 |
Homrich & Berg, Inc. (Investment Management)
 Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Analyst-Equity | - |
Opleiding van Andrew Pratt
| Georgia Institute of Technology | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Finance |
HB Weath Management LLC (GA)
HB Weath Management LLC (GA) Investment ManagersFinance HB Wealth Management LLC, dba Homrich Berg (HB), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Andy Berg and David Homrich. HB provides individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations. | Finance |
Wiser Wealth Management, Inc.
Wiser Wealth Management, Inc. Investment ManagersFinance Wiser Wealth Management, Inc. (Wiser Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Marietta, Georgia. The firm was founded by Casey Smith in 2001 as CT Smith Financial Services. Wiser Wealth provides personalized, confidential financial planning and investment management services to individuals, high net-worth individuals, retirement accounts, pension and profit-sharing plans and one private fund. | Finance |
