Broker Check
Andrew Hartley

Andrew Hartley

Senior Investment Analyst

Andrew L. Hartley, CIMA® 

Senior Investment Analyst

andrew@lcpinstitutional.com

 

In August 2019, Andy joined Lakeview Capital Partners as a Senior Investment Analyst for the Institutional Group.  With over 13 years of investment industry experience, he is responsible for all aspects of the investment process and additional services for clients focusing on manager due-diligence as well as client service.

Prior to joining Lakeview, Andy began his career at SunTrust and later Northern Trust, where he delivered OCIO services to Foundation & Endowment clients up to $500+ million.  He met with current clients to discuss their current portfolios, as well as present to prospective clients.  He served as single point of contact for clients with Northern Trust.

Andy holds the professional designation of Certified Investment Management Analyst. He graduated from the Georgia Institute of Technology with a Bachelor of Science in International Affairs, and from Georgia State University with a Master’s in Business Administration.  He is a Southeastern Council of Foundations Hull Fellow.

Andrew L. Hartley, CIMA® 

Senior Investment Analyst

andrew@lcpinstitutional.com

 

In August 2019, Andy joined Lakeview Capital Partners as a Senior Investment Analyst for the Institutional Group.  With over 13 years of investment industry experience, he is responsible for all aspects of the investment process and additional services for clients focusing on manager due-diligence as well as client service.

Prior to joining Lakeview, Andy began his career at SunTrust and later Northern Trust, where he delivered OCIO services to Foundation & Endowment clients up to $500+ million.  He met with current clients to discuss their current portfolios, as well as present to prospective clients.  He served as single point of contact for clients with Northern Trust.

Andy holds the professional designation of Certified Investment Management Analyst. He graduated from the Georgia Institute of Technology with a Bachelor of Science in International Affairs, and from Georgia State University with a Master’s in Business Administration.  He is a Southeastern Council of Foundations Hull Fellow.