Andrew Ielmini
Dallas,TX
Summary
Professional with high EQ and IQ. Experience valuing, constructing, and rebalancing Ultra High Net Worth and High Net Worth portfolios. Skilled in evaluating traditional and alternative investments, presenting research to clients and senior stakeholders. Delivering bespoke advice across public and private markets. Seeking to bring deep investment advisory experience and cross-divisional collaboration skills.
Overview
7
7
years of professional experience
Work History
Wealth Manager
Lido Advisors
07.2024 - Current
- Lead advisor for UHNW clients ($5M+ AUM), designing portfolios using traditional and alternative assets.
- Evaluate private equity, private credit, and hedge funds for portfolio inclusion.
- Produce macroeconomic research decks and advise on asset allocation strategy.
- Collaborate with attorneys and CPAs on estate, tax, and financial planning.
- Deliver rationale behind allocation shifts to clients and internal leadership.
Associate
Neuberger Berman
09.2023 - 07.2024
- Performed due diligence across equities, fixed income, and private markets.
- Built custom client reports outlining performance and portfolio strategy.
- Presented macro research to senior directors to inform asset allocation.
- Worked with PM teams to tailor investment strategies for HNW clients.
Financial Advisor
RBC Wealth Management
12.2021 - 09.2023
- Managed portfolios for HNW clients; advised on multi-asset strategies.
- Helped raise $30M+ AUM via client acquisition and relationship growth.
- Introduced UHNW clients to Investment Bank for advisory services.
- Co-authored monthly commentaries; presented market views to top clients.
Investment Associate
RBC Wealth Management
01.2019 - 12.2021
- Built DCF and 3-statement models for bottom-up investment analysis.
- Supported client meetings with performance and risk commentary.
Investment Analyst Intern
RBC Wealth Management
02.2018 - 01.2019
- Provided research and market updates to Senior Portfolio Manager.
Education
Bachelor of Arts - Economics and Finance
University of Dallas
Dallas, TX12.2018
Skills
- Portfolio Construction and Asset Allocation Private Markets and Macro Research
- Financial Modeling (DCF, 3-Statement) Investment Due Diligence
- Tools: Expert MS Office, Bloomberg, FactSet, Thomson ONE, Addepar, Salesforce
- Licenses: SIE, Series 7, Series 66
Timeline
Wealth Manager
Lido Advisors
07.2024 - Current
Associate
Neuberger Berman
09.2023 - 07.2024
Financial Advisor
RBC Wealth Management
12.2021 - 09.2023
Investment Associate
RBC Wealth Management
01.2019 - 12.2021
Investment Analyst Intern
RBC Wealth Management
02.2018 - 01.2019
Bachelor of Arts - Economics and Finance
University of Dallas
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