Andrew Edstrom
Financial Advisor at WESCAP Group
- Role
- Head of Managed Wealth at Onramp
- Location
- Santa Monica, CA, US
- LinkedIn followers
- 500 followers
About Andrew Edstrom
Andy Edstrom, CFA, CFP is a financial advisor and a member of the investment committee at WESCAP Group, where he manages wealth and provides financial advice to clients.Andy is the author of the book Why Buy Bitcoin: Investing Today in the Money of Tomorrow. Additionally, his opinions on Bitcoin have been published in The Wall Street Journal, and his opinions on regulation of the Internet monopolies have been published in The Economist.Before joining WESCAP Group, Andy was a professional investor at a private equity fund and a hedge fund. Prior to the Global Financial Crisis of 20••••09 he caught a glimpse into the making of “financial sausage” while working at Goldman Sachs.Andy holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) credentials, as well as a Bachelor of Arts in Economics, Magna Cum Laude and Phi Beta Kappa, from Williams College.Andy lives in Los Angeles with his wife and children. He serves on the board of directors of the Robert M. Adams Foundation, a charitable foundation supporting education, healthcare research and other philanthropic activities.
Experience
Head of Managed Wealth
Nov 2023 — Present
Multi-institution Bitcoin custody solution for financial advisors and their clients
Education
Flintridge Preparatory School
High School
Williams College
B.A., Economics
Skills
- Value Investing
- Bonds
- Fixed Income
- Financial Modeling
- High Yield
- Special Situations
- Leveraged Finance
- Investment Banking
- Lbo
- Personal Financial Planning
- Hedge Funds
- Investments
- Equities
- Alternative Investments
- Private Equity
- Valuation
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