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Andy Ughetta

Portfolio Trader @Focus Partners

Lancaster, PA, US
EMAILS
a••••••••@focuspartners.com
MOBILE NUMBERS
+19•••••••62

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WORK HISTORY

Jun 2024 — Present

Portfolio Trader @Focus Partners

Lancaster, PA, US

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.

EDUCATION

2017 — 2017

Cameron School of Business at UNC Wilmington

Certificate in Project Management: SWAIN Center, Project Management

2002

Ithaca College

Bachelor of Arts degree, Sociology

N/A

Cameron School of Business at UNC Wilmington

Certificate in Salesforce Administration: SWAIN Center, 2018

SKILLS

Capital MarketsSettlementMutual FundsOptionsFixed IncomeInvestmentsEquitiesFinanceFinancial ServicesMiddle OfficeTradingInvestment Banking

ABOUT ANDY UGHETTA

Portfolio Trader at Focus Partners Wealth

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