andrew-5696.jpg

S. David Andrew

16902 Bolsa Chica Street
Suite 204
Huntington Beach, CA 92649
Tel: 714.846.2851  

Teams: Investment Counselors Team, Research & Investment Team

David Andrew joined the firm in 1997, and serves clients as an Investment Counselor. He is also a member of both the firm’s Investment and Research Committees.

David’s prior experience includes 10 years with the investment counseling firm of Leland A. Parker & Associates, Inc., where he served as President and a portfolio manager. Formerly, he was Vice President and department manager in real estate lending with a major California bank.

An active family man, David enjoys his community commitments and affiliations when not interacting with clients.

Affiliations

  • CFA Society of Los Angeles
  • CFA Institute
  • Boy Scouts of America
  • Trojan Club of Orange County
  • South Coast Athletic Club

Education

  • University of Southern California, Bachelor of Science, Major in Finance, 1970
  • UCLA Continuing Education, Real Estate Program.