Joey Andrini

About Joey Andrini

Education:Passed CFA lvl 1 exam August 2025.Graduated the University of Louisville in 2024, earning a B.S. in Business Administration, major in finance and minor in management.Served as Treasurer of the Investment Club. Gained experience as both Analyst and Portfolio Manager for the University’s Student-Managed Investment Fund. Through my dedication to analysis I secured first place in all three investment competitions conducted by university courses and the Investment Club.Professional:Riney Hancock CPA\'s Gained a strong foundation in business accounting. Responsible for tax preparation and data entry, I executed tasks under tight deadlines while demonstrating work ethic and adaptability. Simultaneously, I supported Riney Hancock’s asset management arm, reinforcing my investing ambitions and broadening my hands-on exposure.Republic Bank:As a Financial Audit Intern I acquired a better understand of the banking industry. I reviewed bank transactions, risk frameworks, and delivered detailed audit findings. This experience cultivated my attention to detail, organizational skills, and clear communication.What I Bring-Proven success in financial analysis and portfolio management-Deep analytical mindset with acute attention to detail-Strong communication and teamwork skills across finance, audit, and accounting-Ongoing professional development through certification.I’m eager to connect with professionals in finance, accounting, or investments and explore roles where I can drive growth, support operations, and deliver results. Let’s connect!

Experience

1. Investment Research Analyst

   Independence Bank

   Jan 2026 — Present · Louisville, KY, US

   Independence Bank operates as a traditional bank with a trust management branch. The Trust department is made up of 9 analysts/portfolio managers, along with administrative and support staff. My position allows me to stay up to date with market, economic, and political developments, informing investment decisions.Filling the position of the previous manager, I have aided in research of Industrial, material, emerging markets, and alternative digital currency investments. Creating reports on the current commodity super cycle and Bitcoin’s price action cycle. Tracking sectors and earnings reports has aided in learning how news impacts the market.Executing trades for clients and sending daily reports to clients when needed.Gaining experience with MorningStar, FactSet, and Maui Investment Manager.Working directly with the CIO, and head of fixed income, I have the opportunity to learn from the best.

Education

• University of Louisville

  Bachelor's degree, Finance, General