Andres Almeida joined our Wealth Management practice in 2022 and has been with the firm since the start of his career.
He plays a key role in investment operations, ensuring the accuracy and efficiency of portfolio administration, trading, and account maintenance processes. His work supports the daily execution of client strategies and helps maintain a strong operational foundation for the practice.
Andres also contributes to the team’s investment research and portfolio monitoring efforts. He is known for his reliability, attention to detail, and dedication to delivering high-quality support across all facets of the client experience.
Andres earned a Bachelor of Arts in Business Administration with a major in Finance from Western Colorado University, where he attended on a full scholarship.
Originally from rural Colorado, Andres brings a grounded and dependable presence to the team. Outside of work, he enjoys exploring the outdoors, staying active, and spending time with friends and family.