Andrew Wallerstein

Chief Executive Officer, Clearstead Avalon Trust

Andrew Wallerstein

Andy is Chief Executive Office at Clearstead Avalon Trust, where he supports the firm’s long-term strategic direction and the development of key client and professional relationships. He has been working in the investment management industry since 1995 and joined Clearstead 2023, as a shareholder.

Andy brings expertise in portfolio management, investment research, and client advisory services. Before joining Clearstead, he worked as a partner at Baldwin Brothers, an investment advisory firm in the Boston area, where he served for 16 years. Throughout Andy’s career, he has led teams in resolving complex client concerns and coordinating networks of professionals to deliver comprehensive wealth solutions.

Andy obtained his bachelor’s degree from Brown University and his MBA from the Anderson Graduate School of Management at UCLA. Andy currently serves on the Boards of Radius Books and SITE Santa Fe, where he was formerly Board Chair. He was the founding Chairman of the Board of the Wolf School and a founding Board Member of the Middlebridge School, and he was a founding Venture Partner at the Rhode Island Foundation.