Andy Greenawalt

English

Andy joined Bluecrest Financial Alliances in 2024 as Chief Wealth Strategist, bringing a wealth of experience in the financial services industry with a specialized focus on investment management. Over the course of his career, he has held key roles on distribution teams at Barrow Hanley Global Investors, American Beacon/Resolute, Fidelity Investments, and Nuveen Investments, and served as a client service specialist at Ameriprise Financial.

 

He holds an MBA from North Central College in Illinois, an MS from Northwestern University, and a BA in Interdisciplinary Studies from the University of Illinois. While at Illinois, Andy was a member of the wrestling team, earning All-American honors in freestyle wrestling and ranking among the top eight in the U.S. He has also completed the Yale School of Management's Investment Management Theory & Practice program and holds the CIMA® designation. In addition, he holds a FINRA Series 7 License and is registered as an Investment Advisor Representative with the SEC, holding a Series 66 license. Andy is also a licensed agent for Insurance with the Texas Department of Insurance.

 

Andy resides in Lake Highlands, Dallas, with his wife, Kristina, and their two children, Chip and Rosie. In their free time, Andy and his family enjoy traveling and exploring new destinations. He is also an avid Chicago sports fan and a dedicated pizza enthusiast!

CRN202709-7419277

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