Elevation Wealth Partners is delighted to announce the promotion of Andrew Kirchner to the dual roles of Client Service & Portfolio Manager and Chief Compliance Officer.
As Client Service & Portfolio Manager, Andrew can personally relate with clients and professionally serve them. With his friendly demeanor, he explains what he’s doing, whether it be a service request or a change in their portfolio. In addition, Andrew is the resident expert in the trading platform that Elevation Wealth Partners employs to create and manage our client’s portfolios.
As Chief Compliance Officer, Andrew is responsible for ensuring all Elevation Wealth Partners processes and procedures comply with the laws, governing regulations, and our own internal standards.
During his two years with Elevation Wealth Partners, Andrew’s positive, thoughtful and patient approach has been well received by clients and teammates alike. We look forward to many years of continued success and recognition for Andrew. To connect with Andrew on LinkedIn click here.
Barry Mendelson, CFP®
Wealth Advisor & Managing Partner
Elevation Wealth Partners
