Andy Pellegrino, CFP®
Andy Pellegrino, CFP®
Senior Advisor
With over 25 years of experience as a financial professional, I’m driven by my desire to help clients create a clear path to a successful and secure retirement. For all of us, our lives are filled with many demands that at times can feel overwhelming. My goal is to help alleviate some of those pressures as it relates to each client’s specific financial situation so they can focus upon and enjoy the other important parts of their lives.
It was clear from my initial conversations with Dave, Jamie, and the entire team at Plum Street Advisors that our philosophies were aligned. My goal was to work with a team composed of highly talented, experienced individuals where resources and efforts are focused on positively impacting the lives of our clients with the utmost integrity. I found a firm whose foundation was built by listening to each client’s unique story, earning their trust, being transparent (including about fees), and delivering investment and financial advice where any conflicts of interest are reduced by our straightforward approach.
I started my career implementing Global Asset Allocation and Currency Portfolios for Mellon Capital Management. I then served as the Head of Consultant Relations and led the Product Development and Management teams for Mellon. My most recent position was as the Head of Consultant Relations at First Quadrant.
I am a Certified Financial Planner® and earned my MBA from Loyola University, Chicago. My undergraduate degree is in Business Administration from University of Dayton. I live in Pittsburgh with my wife and three children and have served on several local boards within the community as well as our church.