Andrew Shantz

About Andrew Shantz

Andrew Shantz enjoys consulting with senior executives to help them make working optional while maintaining and enhancing their lifestyle. Together with his partner, Tom Mantione, and their team, their passion is pursuing intelligence and providing insights to a select group of clients where they can have a large impact and help them make the best financial decisions. We use a disciplined discovery and planning process to help you identify what is truly important to you and your family, look for potential risks that could impede your progress, consider alternative paths for getting you what you want for yourself and those who matter to you. Andrew began his career at Merrill Lynch in 1996 and has spent almost 20 years increasing his knowledge holding the Certified Financial planner designation, and the Certified Investment Management Analyst (CIMA) and CPWA from the Investment Management Consultants Association where he is also a member. When not serving the needs of clients Andrew enjoys spending time with his wife and children, supporting the arts and education as patrons of the Pequot Library in Southport, CT and attempting to improve his golf game at the Patterson club in Fairfield, are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Private Wealth Advisor

   UBS

   Apr 2003 — Present

Education

• University of Chicago, Graduate School of Business

  CPWA

  2008

• University of Delaware

  BS

  1990 — 1994

• The Wharton School, University of Pennsylvania

  Certified Investment Management Anaylst

  2004