St. Olaf College, B.A. Economics
Andrea joined Kovitz in 2023 as a Wealth Planning Analyst. In this role, she partners with advisors to deliver wealth planning services to high-net-worth clients and households.
Andrea received a bachelor’s degree in Economics, with an emphasis in Finance, from St. Olaf College where she graduated Cum Laude with High Distinction in her major. In addition to her studies, Andrea competed for St. Olaf College’s NCAA Varsity softball team for all four years. Over the course of her undergraduate career, she collected over 15 academic and athletic awards. She is currently pursuing the CFP® Designation.
Prior to joining Kovitz, Andrea was a product analyst in Private Equity and Alternative Investments at Royal Bank of Canada Wealth Management at their North American HQ in Minneapolis, MN. Outside of the office, she enjoys running, downhill skiing, and spending time with family and friends.