Andrew Putterman

About Andrew Putterman

1812 Park LLC, leverages my skills and experience over the past 30 years as an executive, CEO and entrepreneur in the wealth management industry. I am fortunate to have helped build two high-value and high-profile companies: Fortigent LLC and Lydian Wealth Management. I have learned many valuable lessons along the way and utilize them as I help CEOs and Boards develop and execute on their long-term strategies and business plans. 1812 Park is not a typical consulting practice. I work with a select group of Advisors on an annual retainer and am positioned as an extension of their executive team. Most successful wealth management firms are in a constant state of adaption. I help Advisors execute their strategy, build scale and implement best-practices. I am also an investor in various emerging fintech companies. Current and past portfolio investments include Betterment, Quovo, Advizr, CAIS Group, and Vestigo Ventures.

Experience

1. Board Member & Strategic Advisor

   NorthRock Partners

   Jan 2018 — Present

Education

• Binghamton University

  Bachelor's degree, Accounting

  1978 — 1981

Skills

• Financial Advisory
• Leadership Development
• Investment Strategies
• Alternative Investments
• Private Equity
• Investment Management
• Wealth
• Portfolio Management
• Financial Planners
• Tamp
• Securities
• Financial Planning
• Wealth Management Services
• Wealth Management
• Investment Advisory
• Investments
• Equities
• Executive Management
• High Net Worth Individuals
• Business Planning
• Due Diligence
• Hedge Funds
• Consulting
• Business Strategy
• Collaborative Leadership
• Mergers & Acquisitions