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Andrew Kitchings

CFA®, CAIA®, CMT®, ERP®, FRM®

Manager, Investment Due Diligence - Investment Management and Research

  • Helps oversee Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios
  • Assists with asset allocation, security selection, and ongoing portfolio monitoring
  • Holds the Chartered Financial Analyst (CFA®), Chartered Market Technician (CMT), Chartered Alternative Investment Analyst (CAIA), Energy Risk Professional (ERP), and Financial Risk Manager (FRM) designations and is a member of the Boston Security Analysts Society
  • Holds the FINRA Series 7 and 66 securities registrations
  • Earned dual degrees in economics and history with a concentration in East Asian studies from Emory University
  • Has prior experience in positions at LPL Financial and Bank of America