Andy Burgess

Andy Burgess is a seasoned professional with an extensive background in the financial industry. He has held numerous positions over the years, including Chief Operating Officer at Mutual Securities, Inc. and at Mutual Advisors, LLC, as well as Vice President at Fidelity Investments. He has also served as a Sales Executive and a Relationship Manager at various companies. Andy is well-versed in business models, practice management, technology, outsourcing, human capital, among other areas that cater to clients' needs. Moreover, remaining passionate about the industry as a whole, he enjoys networking and consulting with clients and prospects on various business-related issues. Andy studied BA at the University of Pittsburgh, and he currently serves as a Regional Director of Business Development at NewEdge Advisors.