Portfolio Strategist and Director, Client Advisory Team
Andrew Puryear, CFA®, is a Portfolio Strategist and Director on the Client Advisory Team. He serves as a client advisor, working closely with clients on all investment-related matters, including coordinating portfolio allocation strategy and implementation.
Prior to joining Tolleson Wealth Management, Andrew spent nine years at UBS Financial Services Inc. most recently as a Senior Wealth Strategy Associate in the Private Wealth Management division. He focused on developing and implementing customized portfolios and investment solutions for high net-worth individuals and private foundations. Andrew was a Senior Private Client Associate at Bernstein Global Wealth Management as well as a Marketing Representative for Senior Vice President of Investments at Prospera Financial Services.
Andrew earned a Bachelor of Business Administration in Finance from Baylor University and a master’s degree in Business Administration from Southern Methodist University. He is registered as a Chartered Financial Analyst (CFA®). In his free time, Andrew enjoys outdoor activities with his wife and their two children.