Andrew Bevan

Andrew Bevan is a seasoned professional in investment planning and researcher at Prentis Wealth Management.

He holds esteemed designations such as Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®), specializing in security analysis, portfolio management, and wealth planning.

Andrew's career commenced in asset management at Horizon Kinetics, a significant value-focused investment firm in New York City, where he engaged in business development, sales, and client service roles.

He later transitioned to eVestment, a prominent platform assisting institutional investors in hiring and evaluating money managers, serving as an industry specialist advising various clients like pension funds, endowments, and asset managers on leveraging data and technology effectively for investment decision-making.

Andrew's expertise extends to conducting presentations at industry events and client meetings for major global asset management companies.

Educationally, he pursued a B.A. in Political Science with a Music minor from Duke University.

Andrew Bevan also holds Series 7, 63, and 65 securities registrations, along with life, variable, and long-term-care insurance licenses.

He is recognized for his proficiency in key areas of the finance industry, catering to clients' investment needs with a high level of expertise and professionalism.