Andrew Zimmerman
Private investments can do Well while doing Good.
- Role
- Principal at Galvanized Holdings Llc
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About Andrew Zimmerman
Andrew is an experienced private investment professional and entrepreneur. He is currently focused on supporting the operations and growth of bespoke investment opportunities.
Experience
Principal
Nov 2018 — Present · Raleigh-Durham, NC, US
Galvanized Holdings is an investment management firm that invests in real estate in target markets that are experiencing, or anticipated to experience, above average growth.Extensive experience working with Family Offices, Registered Investment Advisors, JV partners, & Qualified Investors to provide them and their clients access to Galvanize Holdings\' investments. Our goal is to be the #1 provider of trusted real estate investments through reliability, service, & integrity.Galvanized Holdings additionally offers Concierge 1031 Exchange placement services. Through the use of 1031 tax deferred exchanges, Galvanized Holdings can assist investors who currently own their own real estate investment property (land, rental property, oil lease interest, etc.) in selling in a tax efficient manner that can provide diversification to a consolidated position & defer capital gains taxes owed.
Education
East Burke High School
Diploma, Regular/General High School/Secondary Diploma Program
1997 — 2001
Duke University
Executive Certificate, Financial Planning
2007 — 2008
North Carolina State University
BS, Business with a Focus in Finance
2001 — 2005
Skills
- Financial Planning
- Equities
- Securities
- Series 7
- Investments
- Asset Management
- Investment Management
- Portfolio Management
- Financial Services
- Asset Allocation
- Mutual Funds
- Due Diligence
- Hedge Funds
- Strategic Financial Planning
- Financial Analysis
- Asset Managment
- Fixed Income
- Fund of Funds
- Finance
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Retirement Planning
- Private Equity
- Wealth Management
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