Since 2018, Andrew Casteel has been working in Acorn Financial Services based 57, 57. Andrew is a qualified Chief Investment Officer, Financial Planner with over ten years of work experience. According to Andrew's resume and work profile, this person has worked at more than seven companies with diverse backgrounds and gained various skills. Andrew attended school at the University of Virginia Darden School of Business from 2007 to 2009. This person has professional certification in Series 65 and Certified Financial Planner. Andrew can be found in Washington, DC – where the professional currently lives. You can search for the person's e-mail and phone. We can also provide you with additional contact information upon request.
Name variants:
Andru Casteel,
Andy Casteel,
Drew Casteel
Last updated Jul 01, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ca**@yahoo.com
Location
Washington, DC
Company
Workplace
Chief Investment Officer, Financial Planner
Reston, VA
Industry
Financial Services
Colleagues
Work History
Chief Investment Officer, Financial Planner
1875 Campus Cmns Dr SUITE 100, Reston, VA
from Jul 2018
Vice President
WS Wealth Management is a boutique wealth management firm based in Northern Virginia. The firm's mission is to be a trusted financial partner to our clients, providing comprehensive financia...
Oct 2013 — Jul 2018
Operations Manager and Trader
Developed trade execution strategies designed to minimize the market impact (slippage) for all futures markets traded at PJM Capital, a systematic trend-following CTA with $379 MM in AUM (a...
Jan 2010 — May 2012
Summer Associate
Fixed Income, Currency, and Commodities Division Sales and Trading Summer Intern
Assisted proprietary credit desk in identifying trading opportunities in the fixed income markets
Presente...
Jun 2008 — Aug 2008
Trader
Managed and hedged the international and domestic Exchange Traded Fund (ETF) portfolio for the specialist post on the New York Stock Exchange (NYSE)
Developed spreadsheets to analyze real ...
Aug 2005 — Jul 2007
Consultant
8283 Greensboro Dr, Mclean, VA 22102
Provided economic analysis products for an array of clients in the intelligence community. Deliverables included business cases, an analysis of alternatives, a cost estimating tool, and ong...
Apr 2004 — Jun 2005
Education
2007 — 2009
from 2005
2004 — 2005
2003 — 2003
1999 — 2003
Occupations
Executive
Chief Investment Officer
Financial Broker
Financial Planner
Vice President
Partner
Financial Consultant
Management Analysts
Financial Management Analyst
Financial Services Sales Agent
Chief Executive
Financial Services Professional
Skills
Financial Modeling
Investments
Equities
Fixed Income
Financial Analysis
Hedge Funds
Trading
Valuation
Capital Markets
Emerging Markets
Wealth Management
Asset Allocation
Etfs
Commodity
Derivatives
Risk Management
Bloomberg
Credit
Asset Management
Futures
Ctas
Currency
Series 3
Asset Managment
Financial Markets
Securities
Trend Following
Value Investing
Global Macro
Managed Futures
FAQs about Andrew Casteel
What is the main profession of Andrew Casteel?
The expert is a Chief Investment Officer, Financial Planner.
What are the main profession of Andrew?
These person's professions are Executive and Chief Investment Officer
Where is Andrew Casteel located?
Andrew Casteel is currently located in Washington, DC.
What is Andrew Casteel's email?
The expert's email is ca**@yahoo.com.
Where did Andrew Casteel work?
This expert worked at Acorn Financial Services, Ws Wealth Management, Llc.
What education does Andrew Casteel have?
Andrew studied at the University of Virginia Darden School of Business from 2007 to 2009.
What are the certifications of Andrew Casteel?
This professional received the following certifications: Series 65, Certified Financial Planner, Series 3, Finra, Cfp Board, License 263402, and License 263402.
Are there any professional industries Andrew Casteel is connected to?
Andrew works in Investment Management industry.