Co-Chief Investment Officer
Senior Portfolio Manager
As managing partner for investments, Andrew engages actively in investment research, portfolio construction, performance monitoring and trading. He is a CFP® professional and holds a B.S. in finance and economics from David Lipscomb University and an MBA from the University of Memphis.
Andrew is a Chartered Financial Analyst®. That means he holds a top, post-graduate professional certification of investment-related qualifications, a credential earned through years of intense study and recognized around the world. He joined Kelman-Lazarov in 2007 and became a partner in 2019 as he took leadership responsibilities for the investment team.
During his David Lipscomb days, Andrew also minored in psychology. So his strong technical and analytical capabilities are balanced by his sophisticated understanding of human behavior and financial decision-making.
Andrew and his wife, Lauren, have two sons. When Andrew is not monitoring markets or tracking trends, you are most likely to find him with his family or playing his guitar. He is a lifelong baseball fan.Contact Andrew