S. David Andrew
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
- The Center Club
- The Orange County Performing Arts Center
- USC Alumni Club of Huntington Beach
Education
- University of Southern California, Bachelor of Science, Major in Finance, 1970
- UCLA Continuing Education, Real Estate Program.
