Andrew Casteel
Chief Investment Officer, Financial Planner at Covenant Wealth Advisors
- Role
- Chief Investment Officer, Financial Planner at Covenant Wealth Advisors
- Location
- Fairfax County, VA, US
- LinkedIn followers
- 500 followers
About Andrew Casteel
Andrew Casteel is the Chief Investment Officer and a Financial Advisor at Covenant Wealth Advisors, a private wealth management and personal financial planning firm located in Reston, Richmond and Williamsburg, Virginia that manages over $700 million of client assets.He is based in the Reston Virginia Office and specializes in investing, retirement planning, and broader financial planning strategies for individuals and families allowing his clients to maximize life and free up time on their journey to financial independence.Andrew graduated from the College of William and Mary in 2003 with a BBA in Finance and later graduated from the University of Virginia Darden Graduate School of Business in 2009 with his MBA.He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and holds a series 65 registration.When he is not at the office, Andrew can be found at a local sports field coaching his kid’s youth sports teams.
Experience
Chief Investment Officer, Financial Planner
Jan 2025 — Present · Reston, VA, US
Education
University of Virginia Darden School of Business
MBA
2007 — 2009
William & Mary
BBA, Finance
1999 — 2003
The London School of Economics and Political Science (LSE)
Summer School Programme
2003 — 2003
Georgetown University
Certificate in Financial Planning
2004 — 2005
Skills
- Commodity
- Asset Management
- Credit
- Financial Modeling
- Bloomberg
- Value Investing
- Emerging Markets
- Managed Futures
- Hedge Funds
- Fixed Income
- Currency
- Etfs
- Equities
- Securities
- Trend Following
- Global Macro
- Futures
- Capital Markets
- Financial Markets
- Trading
- Series 3
- Investments
- Valuation
- Asset Managment
- Wealth Management
- Ctas
- Asset Allocation
- Risk Management
- Derivatives
- Financial Analysis
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