Andrew Steinmetz, CFA, MBA
918-858-2810 | firstname.lastname@example.org
Andy Steinmetz, CFA, MBA, is the Senior Analyst of the Investment Management Committee (IMC) at Tulsa Wealth Advisors. Andy began as a Financial Advisor in 2015 before moving into an Investment Analyst role. He received his Chartered Financial Analyst (CFA) designation in 2019, and was promoted to Senior Analyst.
Andy’s primary responsibilities include developing portfolio strategy based on the IMC’s market and business cycle outlook. As Senior Analyst, Andy also serves as an analyst for all potential portfolio investments, providing recommendations for the team’s client portfolios.
Andy holds a Master of Business Administration degree in Finance from Oklahoma Wesleyan University along with a Bachelor of Business Administration degree in Finance from the University of Central Arkansas. Andy and his wife, Hailey, have one son and enjoy outdoor activities, exercising, attending sporting events, mission trips, and various volunteer activities.
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