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Andrew Avery

Reporting Associate

As a Reporting Associate, Andrew helps supervise and execute daily account reconciliation as well as assists in other special projects in support of portfolio management and reporting. Prior to joining the firm, he was an Early Career Investor Intern at Wellington Management. 

A native to Raleigh, NC, Andrew received a Bachelor of Science Degree in Finance from North Carolina Agricultural & Technical State University before relocating to the Hampton Roads area. In his free time, he enjoys biking, going to the movies with his wife, and staying involved with the development of his church and volunteering efforts. 

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.