Why a CFA Charterholder?

 

Complexity

Technical

Competence

Ethical Conduct

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Andrew Almeida, CFA, CFP

CEO & Portfolio Manager

andrew@almeidainvestments.com

Phone: 631-346-6122

EXPERIENCE

 

Almeida Investment Management – CEO

Outsourced CIO and Private Wealth Advisor

 

City National Rochdale – Associate Portfolio Manager

Management of $1.25 Billion in High Net Worth Assets
 

Advisors Asset Management – Fixed Income Consultant 
Consultant to private wealth advisors in structuring fixed income portfolios. 

JPMorgan – Private Equity Fund Services  

Administrator to $1billion+ in private equity pension investments

 

JPMorgan – Personal Banker

Full-service banker covering client’s credit, investments, deposits, and real estate.

Global Fund Exchange - Hedge Fund Analyst Intern

 

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