Andy Finnegan is the Marketing Lead for Nebo Wealth, where he helps advisors craft tailored, goals-based portfolios that align with their clients’ unique objectives. With over a decade of experience in client service, business development, and marketing at GMO and beyond, he is a trusted resource for turning complex financial concepts into actionable strategies. He is a CFA and CAIA charterholder, with a bachelor’s degree in Economics from Lafayette College. As a finalist for Financial Planning’s “Rising Stars” 2023, he is known for his thoughtful, client-centered approach to wealth management. Outside of work, Andy is a dedicated “girl dad,” Boston Celtics fan, and avid reader of industry thought leaders. He values meaningful work, humility, and making a lasting impact in the wealth management space.