Andrew Deshong
Landenberg,PA
Summary
Investment Associate with expertise in financial modeling, portfolio management, asset allocation, and developing creative solutions to meet client needs. Dedicated to cultivating robust client relationships through exceptional communication and strategic decision-making, with a demonstrated history of building long-term trust with clients. Experience on the client advising team, providing comprehensive wealth management services to ultra-high-net-worth families, foundations, and institutions.
In previous roles, I have demonstrated a significant positive impact on team performance by showcasing leadership through collaboration, resolving differences, and promoting team synergies.
Known for high productivity and accurate task completion, I also have excellent problem-solving skills and have shown adaptability to ensure success in managing multiple, complex projects with timeliness and accuracy. Committed to continuous learning and staying abreast of market trends. I thrive under pressure in fast-paced environments. I possess an understanding of complex trading and risk management strategies. With a background in personal trading, I have leveraged financial market knowledge to execute profitable trades.
Overview
10
10
years of professional experience
Work History
Co-Founder / CIO
Retro Roots Lancaster LLC
Lancaster, PA
08.2023 - Current
- Started this profitable consumer goods business with a partner. Responsible for financial and product management, business development, targeted advertising, and contract negotiations with third parties.
- Developed a clear mission, vision, and culture for the company as a foundation for branding and growth.
- Drove revenue by cultivating successful business relationships, leading to numerous invitations to regional markets. Currently retailing in Building Character, a celebrated downtown Lancaster business.
Client Service Associate - Multi-Family Office RIA
AlTi Tiedemann Global Inc.
Wilmington, DE
05.2022 - 09.2024
- Responsible for the full life cycle of client management on 20+ relationships with a combined AUM of over $2B, including onboarding, operations, client service, reporting, billing, client meetings, and ad-hoc client requests.
- Worked closely with Senior Wealth Advisors as part of the client-facing team, including direct, regular communication with UHNW clients and their networks of external staff, as well as the AlTi Investment Team.
- Prepared investments in U.S. and international private equity and hedge funds; managed SMA and brokerage accounts; drafted IMAs and various investment contracts.
- Managed sensitive, high-dollar asset movements, wires/EFT, FX, charitable gifting, and bill pay. These included complex, time-sensitive, and international transfers between multiple intermediaries, often with incomplete or non-English instructions.
- Provided high-touch, white-glove service to UHNW clients, answering inquiries and resolving problems from clients, as well as internal AlTi groups.
Institutional Client Management Analyst
BlackRock
Wilmington, DE
02.2016 - 08.2019
- Primary contact for institutional clients for communication of investment instructions into/from collective funds, and separate accounts.
- Facilitated client trade instructions, including major rebalancing, new client onboarding, in-kind transfers, and daily cash needs.
- Consistently recognized as a leading contributor in team performance metrics.
- Contributed to a major firm-wide project, including coordinating technology testing, and participating in planning meetings for the redesign of our team’s core software platform.
- Frequently coordinated efforts across Portfolio Management, Client Relationship, and Transition Management. Delivering exceptional client service, addressing inquiries, and resolving issues for all stakeholders.
Education
Master of Science - Finance
DREXEL UNIVERSITY, LeBow College of Business
Philadelphia, PA06.2016
BBA - Finance & International Business
GEORGE WASHINGTON UNIVERSITY, School of Business
Washington, DC05.2014
Skills
- Portfolio construction, asset allocation modeling, manager research, attribution analysis
- Making forward-looking company projections based on qualitative and quantitative fundamental equity research, leading to successful investment recommendations over multiple time horizons
- Strong interpersonal and written communication skills
- Equity derivatives, options trading, hedging strategies, algorithmic trading
- Public speaking, emotional intelligence
- Pivot tables
- Private equity, hedge funds, alternatives, ESG, impact, thematic, and catalytic investing
References
References available upon request.
Additional Information - Hiatus
Illness, 09/01/24 - 04/15/25, Fully recovered and ready to return to the workforce
Timeline
Co-Founder / CIO
Retro Roots Lancaster LLC
08.2023 - Current
Client Service Associate - Multi-Family Office RIA
AlTi Tiedemann Global Inc.
05.2022 - 09.2024
Institutional Client Management Analyst
BlackRock
02.2016 - 08.2019
Master of Science - Finance
DREXEL UNIVERSITY, LeBow College of Business
BBA - Finance & International Business
GEORGE WASHINGTON UNIVERSITY, School of Business