Andrew has over 21 years of experience in investments, research and portfolio management. He came to Boenning in early 2020 to lead the firm’s Equities and Asset Management businesses. Additionally, he served as Chairman of the Research Committee and was a member of the firm’s Executive Management team. His background includes managing portfolios for individuals, families, trusts, and estates.
Prior to Boenning, Andrew was Head of Equities at Janney Montgomery Scott, where he was responsible for managing a $40mm in revenue division that included a 100+ person team of stock research, trading and institutional sales professionals. He started his tenure at Janney as the Director of Equity Research. He also ran the firm’s Capital Markets internship program during his tenure with Janney.
Andrew also was a portfolio manager and analyst for Friess Associates, a Greenville DE based asset management firm that sub advised the $15bb Brandywine family of mutual funds. He was a member of an investment team that conducted fundamental research on stocks for inclusion in client portfolios. He was personally responsible for managing over $1bb in client assets while at Friess. He also spent time in Chicago with William Blair & Company and Donaldson, Lufkin and Jenrette where he worked in equity research sales.
Andrew’s wife, Jennifer is the former Register of Wills of Delaware County and currently a partner with a law firm in Media, PA. They have a son, Jake who is on the Men’s golf team at Bucknell University and a daughter, Alex, who plays golf and paddle tennis for her High School, and will be leaving for college next year. Andrew and Jen both enjoy the outdoors and when they can find the time can be found on the golf course or paddle tennis courts. The entire family enjoys playing sports together and spending time visiting family and friends in Avalon, NJ.
Andrew and Client Service Associates Lisa Schaub, Kirstie Winston and Elizabeth Kirms serve our client family from the Conshohocken branch.
Andrew Maddaloni holds the Series 7, 63, 66, 87 and Series 24 registrations with LPL Financial.