Andy Stern
Portfolio Manager-Equities at Beacon Pointe Advisors LLC
Profile
Mr. Andrew L.
Stern is a Partner & Managing Director at Beacon Pointe Advisors LLC.
Before launching YorkBridge Wealth Partners, he served as a Managing Director at Lebenthal Wealth Advisors where he provided clients with guidance across many facets of wealth management including portfolio construction, planning strategies and wealth transfer.
Prior to joining Lebenthal in 2014, he spent 17 years at Morgan Stanley and predecessor firms.
He first worked as an analyst at Smith Barney Asset Management and then rose through the ranks to become, among other roles, Co-Portfolio Manager of a U.S.
based large-cap growth equity portfolio with nearly $1B in assets.
He has a BA in English from Emory University and an MBA in Finance from New York University-Leonard N.
Stern School of Business.
Andy Stern active positions
| Companies | Position | Start |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Portfolio Manager-Equities | 2023-03-31 |
Former positions of Andy Stern
| Companies | Position | End |
|---|---|---|
YorkBridge Wealth Partners LLC
 YorkBridge Wealth Partners LLC Investment ManagersFinance YorkBridge Wealth Partners LLC (YorkBridge) is an investment management firm headquartered in New York City. The firm was founded by Andy Stern in 2016. They were acquired by Beacon Pointe Advisors LLC in 2023. YorkBridge offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and retirement plans. | Founder | 2023-03-30 |
| Smith Barney Asset Management | Portfolio Manager-Equities | 2005-07-24 |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Portfolio Manager-Equities | - |
Training of Andy Stern
| Emory University | Undergraduate Degree |
| New York University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
| Smith Barney Asset Management | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Finance |
YorkBridge Wealth Partners LLC
YorkBridge Wealth Partners LLC Investment ManagersFinance YorkBridge Wealth Partners LLC (YorkBridge) is an investment management firm headquartered in New York City. The firm was founded by Andy Stern in 2016. They were acquired by Beacon Pointe Advisors LLC in 2023. YorkBridge offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and retirement plans. | Finance |
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