Andrew Szabo

CFO and Co-founder

Andy has thirty years of experience in financial services. For a long stretch, starting in 1984, he worked in fixed income capital markets on Wall Street, for three investment banks successively: Lehman Brothers, Kidder Peabody & Co., and UBS Securities. Since 2003, when he founded Greenwich Financial Management Inc., he has consulted institutionally, particularly in the areas of private equity and venture capital.

Industries that he has consulted in include: human resources; fashion (haute couture); life insurance; mortgage banking; the chemical industry; military contracting; oil and gas extraction; solar energy; intellectual property portfolios; and bioscience. Andy holds a charter as a Certified Financial Analyst (CFA), a BA (with Honors) from SUNY-Binghamton, an MA from Harvard University (Sociology) and a JD from Yale Law School.