ANDREW WALLERSTEIN

Chief Executive Officer

Partner

Andy oversees the Company's longterm direction, ensuring that Avalon maximizes the strength of its independence and continues to build strategic relationships. He is a member of the Avalon investment committee, actively manages client portfolios and conducts investment research. He leads the Avalon team in resolving complex client concerns and coordinates our network of qualified professionals to bring the full resources of Avalon to our clients.

 

Before joining Avalon, Andy was a partner for 16 years at Baldwin Brothers, an investment advisory firm in the Boston area. Andy has been involved in numerous for-profit and non-profit boards. He was the founding Chairman of the Board of the Wolf School and a founding Board Member of the Middlebridge School, both schools for children with learning differences. He was a founding Venture Partner at the Rhode Island Foundation. He is the former Board Chair of SITE Santa Fe and a board member of Radius Books. Andy received a bachelor's degree from Brown University and an MBA from the Anderson Graduate School of Management at UCLA.

SANTA FE

125 Lincoln Avenue, Suite 301

Santa Fe, New Mexico 87501

T 505 983 1111

NEW YORK AREA

65 N Maple Street, Suite 300

Ridgewood, New Jersey 07450

T 201 251 9553

PORTLAND

1306 NW Hoyt Street, Suite 408

Portland, Oregon 97209

T 503 417 3481