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Certifications

MBA, CFP®

Client specialties

  • Financial Planning
  • Investment management
  • Personal wealth management
  • Portfolio Construction & Management
  • Risk Management

Andy Leung , MBA, CFP®

Vice President
Private Wealth Advisor

Bio

With more than 20 years of experience serving institutional clients for UBS Investment Bank, Andy brings extensive knowledge of global markets to his work as a personal financial advisor. He also utilizes his experience advising hedge funds and mutual funds, as well as in institutional sales and trading, to help clients establish and achieve their financial goals. Andy also brings experience as an independent business owner and operator, which gives him a strong understanding of the financial needs and challenges of franchising and small business ownership.

Andy served as a Captain in the United States Marine Corps (stationed in Italy and Japan) and is a graduate of the United States Naval Academy, where he earned a B.S. in Economics and played Division 1 lacrosse. He earned his MBA in Finance from the University of Connecticut and volunteers for Team Rubicon, a non-profit that mobilizes veterans to assist with disaster relief.

A sports enthusiast, Andy enjoys skiing, paddle tennis, lacrosse, golf and yoga. He resides in Wilton, CT with his wife and three children.

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