Andrea MacKey

About Andrea MacKey

Results-driven investment professional with 25+ years in institutional asset management, with my current role specializing in faith-based investing aligned with USCCB guidelines. At Knights of Columbus Asset Advisors (KoCAA), a $29B+ AUM firm, I currently lead Sales, Marketing, and Client Service as Vice President and Chief Marketing Officer, overseeing a high-performing team and driving institutional distribution across consultants, dioceses, endowments, foundations, intermediaries, and more. I also serve as a member of the Senior Leadership Team.My deep expertise spans multi-asset class strategies, including equities, fixed income, and alternative investments, enabling me to position and distribute a broad product suite—proprietary mutual funds, SMAs, UMAs, co-mingled vehicles, OCIO, and multi-asset solutions—that meets diverse client needs in dynamic markets.Throughout my career, I\'ve managed the full client lifecycle: building high-performing teams, fostering long-term relationships, developing new business, modernizing marketing and branding (including digital thought leadership and website enhancements), implementing CRM systems, and establishing unified best practices for reporting, client service, and compliance across offices.Passionate about fostering strong partnerships, thought leadership, and asset growth in a dynamic market. Series 7, 63, 65, 24 licensed. Let\'s connect if you\'re focused on institutional solutions.Overview Knights of Columbus Asset Advisors (“KoCAA”) is an SEC-registered investment adviser that maintains places of business in both Connecticut and Massachusetts. For information about KoCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov. KoCAA is a wholly owned subsidiary of Knights of Columbus, one of the world’s largest Catholic Lay Organizations.For more information, please visit contact our investor guidance line at 84••••••10 or email K••••••••@KofCAssetAdvisors.org.

Experience

1. Vice President, Sales, Marketing and Client Service

   Knights Of Columbus Asset Advisors

   Nov 2024 — Present · Boston, MA, US

   Lead integrated Sales, Client Service, and Marketing functions for a $29B+ AUM faith-based asset manager serving 1,500+ clients/shareholders; oversee team of 7, including staffing, training, budgeting, and Series 24 compliance oversight. • Develop and execute institutional distribution strategy across consultants, dioceses/archdioceses, financial intermediaries, endowments/foundations, retail, and other channels; manage diverse product suite (9 proprietary mutual funds, SMAs, UMAs, co-mingled vehicles, OCIO, multi-asset solutions). • Direct marketing and branding initiatives, including firm/product messaging, investment team training, social media, website enhancements, and thought leadership. • Establish unified best practices for institutional sales, marketing, reporting, and client service across New Haven and Boston offices, with emphasis on diocesan, school, foundation, and endowment clients. • Represent firm at industry conferences, panels, and events to enhance brand awareness, generate leads, and expand networks. • Serve on Senior Leadership Team (SLT), contributing to firm-wide strategy, issue resolution, and cultural stewardship. • Drive new business development and coordinate strategic product positioning to align with client needs and market opportunities.

Education

• Suffolk University

  Bachelor of Science in Business Administration, Accounting, Accounting

  1997 — 2001

• Suffolk University - Sawyer Business School

  Bachelor's Degree, Accounting

  1997 — 2001

Skills

• Asset Management
• Fixed Income
• Portfolio Management
• Investment Management
• Bloomberg
• Asset Allocation
• Mutual Funds
• Risk Management
• Securities
• Equities
• Hedge Funds
• Investment Strategies
• Alternative Investments