While majoring in finance in college, Andy Eyerman became intrigued with investments as he learned how they are used, why they are used. Now that he’s a portfolio manager, that intrigue has grown to satisfaction as he sees firsthand how clients move closer to their goals by following an evidence-based approach, and in knowing their portfolios are built on science and not emotion.
Andy is responsible for managing clients’ portfolios, which includes overseeing the allocation and location of assets. He monitors portfolios to ensure they are in balance, promptly addresses client questions and needs, and runs financial projections to gauge how their spending meshes with their short- and long-term goals.
Andy became a portfolio manager in 2016 after serving a variety of roles with the Client Service team at BAM Advisor Services, Buckingham’s sister firm. He provided operational support, guidance and best practices to a network of advisory firms in the BAM network and served as a liaison to the custodians with whom they work. Prior to joining the firm in 2007, Andy worked in the risk management field as an account representative with Arthur J. Gallaher & Co.
He earned his bachelor’s degree from Miami University in Ohio and has passed his Series 65 exam. Andy enjoys hiking, walking and traveling. His favorite traveling adventure is when he went skydiving over the Swiss Alps while studying abroad.