BSc (Hons), Chartered MCSI
Andrea joined MHA Caves Wealth 2018 to support the investment management team. She has since completed the CISI Level 4 Investment Advice Diploma and the CISI Level 6 Private Client Investment Advice & Management Certificate to achieve Chartered status. She also holds a degree in Accounting and Finance.
Andrea is part of the Investment Committee, which oversees the firm’s asset allocation and investment strategy. She offers support to the investment management team, whilst managing her own client investment portfolios on both an advisory and discretionary basis. She also provides stockbroking services to the firm’s execution-only clients.
When not managing investment portfolios, Andrea enjoys indoor “road” cycling and taking her dog Harper on countryside walks (the latter ideally followed by a pub lunch and a G&T). She is also a keen home cook and loves experimenting with new recipes, especially Italian food.