Profile
Mr. Andrew F.
Hein, CFA, is a Director of Investment Research at Sachem Hill LLC.
He is responsible for a variety of tasks, including trading, investment research, portfolio modeling, implementation and rebalancing.
Prior to joining Sachem Hill, Mr. Hein worked as an Investment Analyst for 4 years at another Denver wealth management firm, and as a Credit Risk & Fixed Income Analyst for 4 years for a global financial institution.
He earned his B.S.
from Niagara University, earned the Chartered Financial Analyst designation, and is a member of the CFA Institute.
Andrew Frederick Hein active positions
| Companies | Position | Start |
|---|---|---|
Schoolcraft Capital LLC
Schoolcraft Capital LLC Investment ManagersFinance Provides investment advice | Director of Research - Equity | 2023-12-31 |
Former positions of Andrew Frederick Hein
| Companies | Position | End |
|---|---|---|
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance BOK Financial Private Wealth employs an open architecture process, provides broad diversification and adheres to strict due diligence to remain objective when guiding their clients' plans. By blending asset classes that are not highly correlated, or investments that have demonstrated different performance characteristics from one another, the firm strives to balance overall portfolio returns, while complementing clients’ risk tolerance. | Analyst-Equity | 2019-02-28 |
Training of Andrew Frederick Hein
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance BOK Financial Private Wealth employs an open architecture process, provides broad diversification and adheres to strict due diligence to remain objective when guiding their clients' plans. By blending asset classes that are not highly correlated, or investments that have demonstrated different performance characteristics from one another, the firm strives to balance overall portfolio returns, while complementing clients’ risk tolerance. | Finance |
Niagara University
Niagara University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Schoolcraft Capital LLC
Schoolcraft Capital LLC Investment ManagersFinance Provides investment advice | Finance |
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