Andrew Cartwright

Analyst-Equity at

Valicenti Advisory Services, Inc.

Finance

Consumer Services

Profile

Mr. Andrew S.
Cartwright is a Security Analyst & Trader at Valicenti Advisory Services, Inc. His responsibilities include security analysis, placing and allocating all trades for the firm, assisting the portfolio managers with portfolio management tasks and special projects.
He is part of the Investment Committee that meets to review and to analyze market conditions, economic factors and sector trends.
He joined the firm seasonally in December 2009 and started full time in the Operations Department in April 2012, as Systems and Reports Manager.
In April 2021, he accepted the position of Security Analyst and Trader.
He is a graduate of SUNY Brockport with a Bachelor of Science Degree in Physical Education and Health Science.
He is a Financial Paraplanner Qualified Professional designee.

Andrew Cartwright active positions

Companies	Position	Start
Valicenti Advisory Services, Inc. Valicenti Advisory Services, Inc. Investment ManagersFinance Valicenti develops an investment portfolio based on the client's financial needs, short-term and long-term financial goals and lifestyle. As a balanced investment manager, the firm uses four investment objectives to accomplish the goals: Conservative, Moderate, Growth and Aggressive Growth. Each contains an asset mix of equities, fixed income and cash relative to the investment objective. They employ a top-down approach when developing their portfolios.	Analyst-Equity	01/04/2012

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Private companies	2
Valicenti Advisory Services, Inc. Valicenti Advisory Services, Inc. Investment ManagersFinance Valicenti develops an investment portfolio based on the client's financial needs, short-term and long-term financial goals and lifestyle. As a balanced investment manager, the firm uses four investment objectives to accomplish the goals: Conservative, Moderate, Growth and Aggressive Growth. Each contains an asset mix of equities, fixed income and cash relative to the investment objective. They employ a top-down approach when developing their portfolios.	Finance
State University of New York College at Brockport State University of New York College at Brockport Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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