About Andrew Held
Andrew comes to the Myers team with extensive experience growing investment management capabilities for client-focused teams through: a well-defined allocation process, rigorous due diligence protocol & systematization of client service & experience. He is adept at implementing investment solutions with complex financial planning strategies for high net-worth households & aligning asset management strategies with client goals. Andrew is personally passionate about educating others on the merits of a responsibility-focused approach to investing. He always loves conversations around integrating your personal values into your portfolio. Andrew is a respected member of the national responsible investment community & participates in Nuveen’s Responsible Investing Leadership Council. Andrew’s accreditation as a Certified Investment Management Analyst® (CIMA®) equips him with a deep foundation & commitment to ongoing education of academic & practical understanding of a constantly changing financial landscape. Andrew is continually engaged in content review for certification exams with the governing body, the Investments & Wealth Institute®.
Andrew lives in South St Paul with his wife, Jenna, and their three elementary-age children. He is actively engaged in local youth sports programs & serves as a board member for Dakota Soccer Club. He enjoys golfing & board games with friends, playing on rinks & slopes in the winter and cabin life with family during beautiful Minnesota summers.
Meet My Team
