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Andy Kane
Directeur Général chez Blue Chip Wealth Management, Inc.
Profil
Mr. Andrew Kane is a President & Senior Wealth Management at Blue Chip Wealth Management, Inc. He specializes in Wealth Management and Financial Planning, and has spent over 26 years in the Financial Services Industry managing portfolios of high net worth private clients, professional athletes, small corporations, pension plans for growth and tax efficiency, as well as Latin American and Caribbean clients.
Mr. Kane wealth of experience in the financial services industry spans from Merrill Lynch, Smith Barney, Wells Fargo, and Morgan Stanley, where he was selected to the Presidents and Directors Club repeatedly.
He attended University of Miami and is a graduate of the University of Florida with a degree in Marketing and Finance.
He has attained professional certifications (Series 7, 63, 65 and 31) along with his life and health insurance and variable annuity licenses.
Postes actifs de Andy Kane
Sociétés | Poste | Début |
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Blue Chip Wealth Management, Inc.
![]() Blue Chip Wealth Management, Inc. Investment ManagersFinance Blue Chip Wealth Management, Inc. (BCWM) is an independent financial planning and wealth management firm headquartered in Miami Beach, Florida. Founded in 2015, BCWM provides comprehensive financial planning and wealth management to affluent and high net worth individuals and entrepreneurs, tailored to their individual financial goals. | Directeur Général | 01/09/2015 |
Formation de Andy Kane
University of Florida | Undergraduate Degree |
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Entreprise privées | 1 |
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Blue Chip Wealth Management, Inc.
![]() Blue Chip Wealth Management, Inc. Investment ManagersFinance Blue Chip Wealth Management, Inc. (BCWM) is an independent financial planning and wealth management firm headquartered in Miami Beach, Florida. Founded in 2015, BCWM provides comprehensive financial planning and wealth management to affluent and high net worth individuals and entrepreneurs, tailored to their individual financial goals. | Finance |