Andrew M. Zach
Andrew joined NewSquare Capital in May of 2024. As a portfolio analyst, he supports the portfolio management team with analytics, project leadership and support, account management, and trading. His industry experience coupled with his excellent technical and analytical skills, diligence, attention to detail, and resourcefulness, Andrew quickly became a very valuable addition to the portfolio management team. The team relies on him to take control and ownership of key projects and bring them to successful completion. He is adept at finding smart, efficient, and new solutions to complex problems as we strive to optimize operations. Also appreciated by all is his ability to lighten things up with his dry sense of humor. Andrew, in turn, really appreciates the inclusive culture at NewSquare, where he is exposed to all aspects of the firm’s activities and thrives on the challenges that each new project provides.
Andrew came to us from SEI Investment Company, Oaks, PA. There, he spent three years in investment operations. He supervised a team responsible for operations for hedge and private equity funds, involving client onboarding, analytics, transactions, and account management.
Andrew graduated from West Chester University of Pennsylvania with a Bachelor of Science in Finance degree. He is currently a CFA Level III Candidate. In his free time, he enjoys playing golf, following all Philly sports teams, the Eagles and Phillies being his favorites, as well as keeping up with his favorite soccer club, Tottenham Hotspur.