Director of Portfolio Operations
Director of Portfolio Operations
Andrea is the Director of Portfolio Operations for Blue Chip Partners.
Prior to joining Blue Chip in 2023, Andrea spent over 6 years at Plante Moran Financial Advisors, one of the nation’s largest Registered Investment Advisors, where she worked as a Senior Data Operations Analyst. In addition to Plante Moran, Andrea spent 9 years at Comerica Bank where she worked in Trust Operations as a Fund Accounting Manager.
Andrea graduated from Central Michigan University with a B.A. in Business Administration, majoring in Finance.
Andrea is an animal lover who finds joy in cooking, exploring new destinations, unwinding at the beach, and creating memories with family and friends.
In high school, I traveled to Italy and Greece for a senior trip. I felt so lucky to be able to immerse myself in the different cultures. The most impactful part was the day I spent in the Vatican City on Easter Sunday with Pope Benedict XVI. It was incredibly moving and an experience I will never forget.
Thanksgiving. It may not necessarily be my personal favorite, but it’s a memorable one in my family. For as long as I can remember, my Grandpa made it his personal mission to find the largest turkey each year for Thanksgiving, with the largest being 77 pounds (not including the stuffing!). I grew up with our family being on the news, in newspapers and the talk of a small west Michigan town.
Puzzles! I love brain games in general; puzzles, sudoku, word searches, etc. However, puzzles are my favorite and something I can spend hours doing.
Our wealth management team is ready to help you get the most life out of your wealth. If you have a portfolio of at least $500k, please give us a call. Click here to get started.
Privacy Policy | Terms & Conditions | Disclosures
Copyright © 2024 All rights reserved.
